About Charles Schwab


Charles Schwab provides investing and trading services for an industry-leading $1.5 trillion in assets, along with custodial services for more than 7,500 registered independent investment advisors. For over 30 years, Schwab has supplied advisors with a variety of processes, products, and people to ensure that firms are able to remain focused on servicing the day to day needs of their clients.

Put America's Top NAPFA-Registered Fee-Only Financial Advisors to work for you.

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Minimum Investment Requirement $1,000,000 in Michigan or $2,000,000 Outside of Michigan

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126

Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.