Direct platform
Charles Schwab (retail)
Schwab sells Schwab Personalized Indexing directly to its own retail clients.
- Their fee
- The product fee only
- Minimum
- $100K
- Onboarding
- Not disclosed
- Status
- Open
0.40% on the first $2M and 0.35% above $2M. These are 2022 launch terms, and I found no 2026 confirmation.
Launch terms from 2022. The Schwab product page refused automated access on 2026-10-15.
Direct indexing only. Schwab as an RIA custodian is a separate record (schwab-advisor-services).
Products they offer
Direct indexing
| Product | Product fee | All-in fee |
|---|---|---|
| Schwab: Schwab Personalized Indexing | 0.35%–0.40% | 0.35%–0.40% |
Sources
Checked 2026-10. Confidence: medium.