Charles Schwab is adding services for retail clients who have account balances of more than $1 million. These clients will be granted automatic access to a dedicated financial advisor at no additional cost to them. Among the other benefits: special deals at Schwab’s bank, including mortgage discounts; expanded lending options; and access to experts on tax planning, trusts, and estate planning. The move may be aimed at keeping Schwab’s wealthy clients from straying to full-service advisors at competitors.
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