To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data However, fee types charged by Charles Schwab Investment Management, Inc most likely include asset-based, fixed and other fees.Ĭharles Schwab Investment Management, Inc Charles Schwab Investment Management, Inc performs a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers.įees charged by financial advisors usually vary depending on which services the firm provides the client. Of its 250,485 client accounts, 21% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm serves 214 charities and foundations. It manages $701 billion in total assets between its 250,485 accounts, placing it among the biggest financial advisory firms in the country by assets under management. It has offices in 56 locations and a total of 886 financial advisors. Peek holds a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Florida.Ĭharles Schwab Investment Management, Inc is a company based out of San Francisco, California.
Throughout their career, they have worked at Wasmer, Schroeder & Company, Inc, Wasmer Schroeder and Charles Schwab Investment Managment, Inc. Peek currently works for Charles Schwab Investment Management, Inc. Jamie Peek is a financial advisor based in San Francisco, California, who has 10 years of experience as a financial advisor.
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