Charles Schwab
- Ownership Requirement
- Full-time
- Business Type
- Franchise
Champion Every Investor's Future
Build your independent branch on over 50 years of industry innovation and trust.
Brand overview
Founded in 1970 as one of the first discount brokerages after SEC deregulation, Charles Schwab has spent over five decades disrupting Wall Street to make investing more accessible. From pioneering 24/7 service and low-cost online trading to launching the first Independent Branch in 2011 and completing the acquisition of TD Ameritrade in 2020, Schwab has continuously evolved its products and services to champion the everyday investor. As a franchise owner, you operate an independent branch delivering the brand's comprehensive wealth management, investing, and banking solutions to your community.
Availability
We are currently accepting inquiries in these states:
Gallery
Why choose Charles Schwab
Owners benefit from a client-first philosophy that has driven over 50 years of industry innovation. Schwab provides a wide range of modern wealth management solutions, low-cost products, and transparent pricing that set the industry standard. The brand's legacy of challenging the status quo on behalf of investors creates a strong, trust-based platform for franchise owners to build lasting client relationships.
Investment Requirements
Total investment
$103,605–$221,705
Cash Required
$100,000
Total units
382
Real estate required
Not Specified
Growth Trends
Training & support
Specific details regarding the training, onboarding, and ongoing support provided to independent branch owners are available upon inquiry. You can request further information to learn about the resources and operational guidance available to franchisees.
Ideal candidate
The ideal candidate is an investor-focused operator who aligns with the brand's philosophy of putting clients at the heart of everything they do. We seek owners who are passionate about championing accessible, transparent financial services and who want to manage wealth, their way, within a trusted framework.
Take the next step toward owning a Charles Schwab Independent Branch. Submit your information today to receive the franchise prospectus and explore how you can bring world-class wealth management solutions to your community.