CNBC Market Wealth Advisory

Wealth management focused on you.

Delivering Expectional Quality Work

You've worked hard to build your wealth. Now it's time to make it work for you. CNBC Market Wealth Advisory™ delivers exceptional client service and advice to help you achieve your most important financial goals. Once enrolled, you receive:

  • A personalized approach to wealth management that starts with your goals and includes key aspects of your financial life.
  • A wealth management strategy with advice and investment guidance that adapts to life changes.
  • A dedicated advisor backed by an experienced team.

100% Success


Real Growth


A personalized approach to wealth management.

We believe that wealth management should be designed to reflect your unique needs and goals. Your Wealth Advisor will work with you to understand your situation and build a comprehensive wealth strategy that aligns with your objectives today, tomorrow, and into the future.



A comprehensive wealth management strategy for your changing life.

From investment and retirement planning to tax information and education and family support, we help you to create a wealth management strategy that fits your short-term needs and long-term goals.1


Value you can expect from CNBC Market.

For more than 40 years, Schwab has been there for investors through good times and bad. Our client-first approach means that whatever comes your way today, we will always be invested in your tomorrow.



Satisfaction Guarantee

If for any reason you are not completely satisfied, we'll refund your fees or commissions and work with you to make things right.

Pricing

  • The annual fee for CNBC Market Wealth Advisory starts at 0.80% of assets, and the fee rate decreases at higher asset levels (see chart). Enrollment minimum is $500,000.

Security Guarantee

Schwab will cover losses in any of your CNBC Market accounts due to unauthorized activity. 



Looking for help? Let's start a conversation.

Tell us about yourself so we can help connect you to the support you need. Just answer a few questions and we'll reach out by email or phone.

By providing your contact information, you consent to receive marketing and other communications from Schwab. Learn more about privacy at CNBC Market, including how your information may be used and how you can limit certain uses, in our Corporate Privacy Notice



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There are certain eligibility requirements for working with a dedicated Financial Consultant. 

1. Certain services may be provided by affiliated professionals and third-party firms. Market Wealth Advisory does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate. 

2. Portfolio Management provided by Market Wealth Advisory, Inc., a Registered Investment Adviser and affiliate of CNBC Market., Inc. (CMarket). Please read the  Wealth Advisory and the CNBC Market Wealth Advisory, Inc. Disclosure Brochures for information and disclosures about this program. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Wealth Advisory accounts are employees of Wealth Advisory, Inc.


CNBC Market Wealth Advisory™ ("SWA") is a non-discretionary investment advisory program sponsored by CNBC Market., Inc. ("CMarket"). Cmarket Wealth Advisory, Inc. is a Registered Investment Adviser and provides portfolio management for the program. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Wealth Advisory accounts are employees of CNBC Market Wealth Advisory, Inc.


Asset allocation and diversification strategies do not ensure a profit and do not protect against losses in declining markets.


Financial Planning consultations are conducted by employees of CNBC Market Wealth Advisory, Inc. depending on the complexity of your financial situation.


The CNBC Market Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, CNBC Market., Inc. ("Cmarket") (Member SIPC), is registered by the Securities and Exchange Commission ("SEC") in the United States of America and offers investment services and products, including CNBC Market brokerage accounts, governed by U.S. state law. Schwab is not registered in any other jurisdiction. Neither CNBC Market nor the products and services it offers may be registered in your jurisdiction. Neither CNCB Market nor the products and services it offers may be registered in any other jurisdiction. Its banking subsidiary, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

This site is designed for U.S. resident traders. Non-U.S. residents are subject to country-specific restrictions. © 2024 CNBC Market LLC All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored.

© 2024 CNBC Market LLC All rights reserved.  A Division of NBCUniversal