Grosse Pointe, MI Office

Team
Updated today
Charles Schwab logo

Charles Schwab

Institution

Firm-wide stats for Charles Schwab

Total advisors

6,730

Across 756 offices

Clients per advisor

142 Very High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Charles Schwab & Co., Inc. serves a very large client base—primarily high‑ and ultra‑high‑net‑worth individuals and related accounts—through its Schwab Wealth Advisory wrap fee program and affiliated managed‑account and financial planning services. As a dual‑registered broker‑dealer and investment adviser, Schwab acts as program sponsor and custodian and provides bundled (wrap) advisory, brokerage, custody, and cash‑sweep services.

Schwab’s client relationship model for the SWA Program is primarily non‑discretionary: Schwab Wealth Advisory, Inc. (SWAI) provides periodic buy/sell and allocation recommendations while clients retain final decision‑making, and Schwab also offers access to discretionary SMAs (Schwab Wealth Portfolios) managed by an affiliate, Charles Schwab Investment Management (CSIM). Investment guidance is delivered using multi‑asset model portfolios with strategic asset allocation (and optional tactical tilts), written advice policies and periodic reviews, and Schwab Center for Financial Research due diligence on alternative investments available through its Alternative Investments Select program.

What is noteworthy about Schwab compared with many peers is its scale and integrated structure: it serves hundreds of thousands of clients through thousands of representatives and multiple wrap programs, which results in relatively high client coverage per advisor and centralized supervisory, custody, and order‑routing arrangements. Schwab also has a distinctive operational footprint for a wealth program — it combines non‑discretionary advisory relationships with access to affiliated discretionary SMAs, a formal alternative‑investment onboarding and placement process, and cash‑sweep mechanisms that vary by client residence.

Based on Charles Schwab

Expertise

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

Based on Charles Schwab

Location

20879 Mack Ave, Unit 5

Grosse Pointe MI 48236

Advisors at this office

4

Advisors at this office

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Kyle H

Series 63, Series 66

Grosse Pointe, MI

Charles Schwab

Kyle Hecht is a financial advisor with Charles Schwab in Grosse Pointe, MI, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Michigan Educational Credit Union, LPL Financial, TD Ameritrade, and E*TRADE. Outside of advisory work, Hecht and his wife are involved in passive real estate investments and serve on their homeowners association board. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab’s research and alternative investment due diligence.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar

Christie H

Series 66

Grosse Pointe, MI

Charles Schwab

Christie Hecht is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Schwab, she worked for nine years at Ultimate Kronos Group. Outside of her financial advisory role, she occasionally writes women's fiction books and other publications. Charles Schwab & Co., Inc. serves a large client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated advisory, brokerage, and custody services with a combination of non-discretionary guidance and access to affiliated discretionary investment options.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

Paul Z

Series 63, Series 65

Grosse Pointe, MI

Charles Schwab

Paul Zarkowski is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. In his current role, Paul assists clients in creating investment plans utilizing Fidelity's tools and resources to support their financial goals both today and in the future. He emphasizes integrity and a commitment to listening and understanding his clients' situations and investment needs. Paul's approach centers on providing personalized investment strategies tailored to individual client circumstances. His experience at Fidelity Investments has equipped him with knowledge in investment consulting and financial planning. Outside of his professional work, Paul enjoys attending concerts, playing golf, watching movies, and running.

Wealth management Passive / index investing Active portfolio management
View complete list of advisors at this office
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