About Schwab CharitableCreated as a national donor-advised fund with a mission to increase charitable giving nationwide, Schwab Charitable has received over $8 billion in contributions and has facilitated over $3.6 billion in grants to charities on behalf of its donors since inception. Serving a wide range of philanthropic investors, account sizes range from $5,000 to more than $600 million. Schwab Charitable has been a pioneer in enabling RIAs to manage the investments of donor-advised accounts and remains a leading provider of such professionally managed accounts. 4 Schwab Charitable also offers a private foundation conversion service for private foundations considering donor-advised funds as a complementary or alternative charitable vehicle. For more information, visit schwabcharitable.org. A donor's ability to claim itemized deductions may be subject to further limitations depending upon the donor's specific tax situation and donors should consult their tax advisors. Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate. Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. The Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation. (0713-5027) 1 Contributions of real estate, private equity or other non-cash assets are accepted via a charitable intermediary, with proceeds of your donation transferred to your donor-advised account upon liquidation. This intermediary considers donations on a case-by-case basis, and assets typically must be valued at $250,000 or more. Call the Fund for more information at 800-746-6216. 2 About the RIA Benchmarking StudySchwab designed this study to capture insights in the RIA industry, based on survey responses from individual firms. The 2013 study provides information on topics such as asset and revenue growth, sources of new clients, products and pricing, staffing, marketing, technology, and financial performance. Since the inception of the study in 2006, more than 2,500 firms have participated, with many repeat participants. A total of 1,025 advisory firms representing nearly half a trillion dollars in AUM that custody their assets with Schwab participated this year, making this the leading study in the RIA industry.
The RIA Benchmarking Study comprises self-reported data from advisory firms that custody their assets with Schwab. Participant firms represent various sizes and business models. They are categorized into 12 peer groups—6 wealth manager groups and 6 money manager groups, by AUM size.The study is part of Schwab's Business Consulting Services, a practice management offering for RIAs. Grounded in the best practices of leading independent advisory firms, Business Consulting Services provides insight, guidance, tools, and resources to help you strategically manage and grow your firm. Independent investment advisors are not owned, affiliated with or supervised by Schwab. 3 Best-Managed Firms are advisors in Schwab’s RIA Benchmarking Study who are in the top 20% of qualifying firms, ranked by productivity (2012 revenue per professional), profitability (2012 standardized operating margin), revenue growth (2009–2012 compound annual growth rate in revenue) and net asset growth (2012 growth from net asset flows). 4 Professionally-managed accounts are available only through independent investment advisors working with Schwab Advisor Services TM, a business segment of The Charles Schwab Corporation serving independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc.. While donors may recommend an advisor, the Fund must approve the recommendation. Advisors must meet certain eligibility requirements and adhere to Fund fee and investment guidelines. You may request a copy of the investment guidelines by calling us at (800) 746-6216.