About Charles Schwab & Franchise
You may investigate potential sites on your own in the general market area that we mutually identify for your Independent Branch.
If you fail to give us written notice within 30 days after we provide you with preliminary projected costs and test fit for the proposed site, we may offer the site to another franchisee or develop the site as a Company Managed Branch.
We will try to convert the space to our imaging and appearance standards, furnish and decorate it, and equip it with the Schwab Technology System (except in cases of renewal or transfer) while you complete the multi- part initial training program that we describe in this Item 11 and secure necessary business and professional licenses.
Charles Schwab & Franchise Cost & Fees
| Fee Type | Amount | Notes |
|---|---|---|
| Initial Franchise Fee | $9,000 | One-time payment upon signing |
| Royalty Fee | N/A | Ongoing; paid monthly |
| Total Investment Range | $78,500 – $222,225 | Includes build-out, inventory, working capital |
The investment range of $79K–$222K reflects variability in build-out costs, store size, lease terms, and market.
Investment Breakdown (Item 7)
| Item | Low | High |
|---|---|---|
| Franchise Fee | $25,000 | $50,000 |
| Initial Training Travel & Expenses | $2,000 | $4,000 |
| Start-up Supplies | $200 | $600 |
| Business Licenses | $50 | $1,500 |
| Association Fee | $1,500 | $2,250 |
| Activation Branch Fee | $4,500 | $9,000 |
| Sublease Rent | $6,000 | $33,000 |
| Facilities Fee | $16,200 | $56,400 |
| Branch Hardware and Connectivity Service Fee | $3,450 | $10,500 |
| E&O Insurance Fee | $1,050 | $4,725 |
| Additional Insurance | $250 | $1,350 |
| Travel and Entertainment | $600 | $1,500 |
| Activation Branch Local Marketing | $1,500 | $7,000 |
| Local Marketing | $15,000 | $38,000 |
| Additional Funds - Initial Period | $1,200 | $2,400 |
Financing (Item 10)
| Detail | Information |
|---|---|
| Financing Available | No |
| Description | Franchisor does not offer financing. |
Charles Schwab & Franchise Earnings — Item 19
Past financial performance does not guarantee future results. Individual results will vary.
Charles Schwab & Litigation & Risk Flags
Litigation and bankruptcy data is sourced from Items 3 and 4 of the FDD. Always verify current status directly from the most recent FDD.
Charles Schwab & System Growth
Charles Schwab & currently operates 31 franchised locations and 380 company-owned units. Unit count data is sourced from Item 20 of the FDD.
Charles Schwab & Franchise — FAQ
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