Charles Schwab & Co.
Business & Professional Services · No data found
- Active units
- 95
Franchised, year-end 2024
About Charles Schwab & Co.
Detailed brand overview is not available yet for this profile.
Key terms
- Footprint
1,200 – 2,200 sq ft
- Veteran discount
50.0% off franchise fee — Second installment of the Franchise Fee reduced by 50% for eligible military veterans/active-duty personnel
Brand Percentile Rankings
Rankings compare brands in the same operating year. Fee and investment figures come from the FDD (2026 filing); filings on file: 2024, 2025, 2026.
Growth
- Total locations95
Franchised units open at year-end
- New openings1
Gross new units opened during the calendar year
- 1-year unit growth rate0.0%
Net unit growth versus prior year
- 3-year unit CAGR1.6%
Compound annual growth rate of unit count over the trailing 3 years
- Unit growth ratio1.0×
Cumulative opens / closures through year-end
Unit economics
- Annual unit volume (Median)—
Per FDD Item 19 disclosure
- Annual unit volume (25th percentile)$76.4M
Includes assets of all client types; excludes Schwab High Yield Investor Checking and Schwab High Yield Investor Savings; first-year results include assets acq…
- Annual unit volume (75th percentile)$207.0M
Includes assets of all client types; excludes Schwab High Yield Investor Checking and Schwab High Yield Investor Savings; first-year results include assets acq…
- 1-year Median AUV growth rate—
Year-over-year change in median AUV
- Store-level EBITDA Margin—
Median unit-level EBITDA / AUV
Investment profile
- Estimated initial investment$163k
Midpoint of estimated initial investment range
↓ Lower is better - Time to open180 months
Midpoint of average time from agreement to opening
↓ Lower is better - Royalty rate—
Percent of net sales paid to the franchisor
- Sales-to-investment ratio—
Median AUV / estimated initial investment midpoint
- Cash-on-cash returns—
Median unit-level EBITDA / estimated initial investment midpoint. Steady-state estimate; year 1 returns will be lower as the unit ramps to median volumes.
Franchisee healthLocked
- Unit closure ratio
- Transfer vs. closure ratio
- Percent multi-unit franchisees
- Litigation rate
- EBITDA multiple on sales & transfers
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Sources
Financial and operating figures are sourced from the brand's Franchise Disclosure Documents. Brand percentile rankings are based on comparisons to other brands that include the same metrics in their Franchise Disclosure Documents.