Charles Schwab Corporation SCHW Advisor Services — Regulatory fees and assessments

Other segment segments

Similar metrics at other companies

UMBFRegulatory Assessments

$8.27M+0.4%

WTRGRegulatory Assessments Tax

$2.28M+11.8%

CORZAdvisor fees

$333K-44.8%

CIMInvestment Management And Advisory — Servicing and asset manager fees

$5.52M-25.7%

AMRXSpecialty — Regulatory fees

$0—

CRBGIndividual Retirement — Advisory fee expenses

$6M0.0%

Questions, answered.

What is Charles Schwab Corporation's advisor services — regulatory fees and assessments?

Charles Schwab Corporation (SCHW) reported advisor services — regulatory fees and assessments of $16M in Q1 2026.

How has Charles Schwab Corporation's advisor services — regulatory fees and assessments changed year-over-year?

Charles Schwab Corporation's advisor services — regulatory fees and assessments decreased by 15.8% year-over-year, from $19M to $16M.

What is the long-term trend for Charles Schwab Corporation's advisor services — regulatory fees and assessments?

Over 3 years (2022 to 2025), Charles Schwab Corporation's advisor services — regulatory fees and assessments has grown at a -8.4% compound annual growth rate (CAGR), from $65M to $50M.

What does advisor services — regulatory fees and assessments mean?

Includes mandatory fees and assessments paid to regulatory bodies and industry organizations for the Advisor Services segment. These costs are required to maintain licenses and comply with financial industry oversight.