Charles Schwab
Charles Schwab operates retail branch offices that serve individual investors with brokerage, investment advisory, financial planning, and related cash management services. We provide access to stocks, bonds, options, mutual funds, ETFs, separately managed accounts, wrap programs, and approved insurance and annuity products. Our branches work with clients on a non-discretionary basis, helping them make investment decisions and then carrying out their instructions. We also support clients with Schwab banking-related services, research, portfolio tools, and other resources through our technology platform and branch network. Our business is built around in-person financial guidance backed by centralized supervision, training, and firm-wide operational support.
Your franchise match score
Business & Professional Services
Brand highlights
- CEORick Wurster
- Headquarters3000 Schwab Way, Westlake, TX, 76262
- Year founded1971
- Year started franchising2011
- IndustryBusiness & Professional Services
- Locations open381 (+25 last three years)
Statistics & metrics
- Investment range$78,500 - $222,225
- Franchise fee$25,000
- Royalty
- Brand fund
- Required Liquid CapitalN/A
- Required Net WorthN/A
Learn more about the Business & Professional Services industry:
From consulting and staffing to printing and shipping, business services franchises provide essential support to other companies. This sector is ideal for those with a background in corporate environments or B2B sales.
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FDD insights
The information shown below is derived from publicly available franchise disclosure documents (FDDs), including the version issued as of the issuance date listed below, and other third-party sources. This information may not reflect the most current FDD. It is provided for general informational purposes only and is not part of any franchise offering or sales process. Franchise Sidekick is not providing or furnishing an FDD in accordance with FTC requirements. You should obtain and review the most current official FDD directly from the franchisor before making any investment decision.
FDD Version Referenced - Issuance Date: 2025-04-04
| Category | Detail | View |
|---|---|---|
| The Franchisor & Executives | Learn about Charles Schwab, its parent company, and the executive leadership team responsible for operating and supporting the franchise system. | |
| Business Experience | Review the professional backgrounds and relevant business experience of Charles Schwab's executives, directors, and key management personnel. | |
| Litigation | Understand any past or pending legal actions involving Charles Schwab, its affiliates, or key personnel that may be relevant to prospective franchisees. | |
| Estimated Initial Investment | Review the estimated total initial investment required to open a Charles Schwab franchise, including startup costs and working capital estimates. | |
| Financial Performance Representations | Review any financial performance information Charles Schwab provides, including revenue or earnings data, if disclosed. |
Location data
| Total locations | 381 |
| Franchise locations | 95 |
| Corporate locations | 286 |
System growth over time
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