Charles Schwab

Name: Charles Schwab
Address: 430, Rand Road, Lake Zurich, IL, 60047, lake zurich, IL, US
Telephone: +18477198260
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Lake Zurich, Illinois · 1 of 2 financial advisors in the area

📍 430, Rand Road, Lake Zurich, IL, 60047

📞 +1847719••••

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📍 430, Rand Road, Lake Zurich, IL, 60047

About Charles Schwab

Charles Schwab is a financial advisor located in Lake Zurich, Illinois. As a local financial advisor, they serve Lake Zurich and surrounding communities in Illinois. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Lake Zurich should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Illinois securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Lake Zurich

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Lake Zurich may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Lake Zurich

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Lake Zurich?

Financial Advisors in Lake Zurich typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Lake Zurich?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Lake Zurich to choose from.

Does Charles Schwab offer free quotes?

Contact Charles Schwab directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Lake Zurich

TRUEMAN BROWN

765 ELA ROAD, LAKE ZURICH, IL 60047