Our Pledge to advisors just got stronger.

Submitted by Brian.Lavelle on August 30, 2020

Hello, everyone.

As we move forward, we wanted to share our thoughts about the future.

So, this is our pledge to the independent advisor community.

When it comes to independent advisors, we're all in.

We're all in.

We're all in.

We're all in.

Today, over half of the firms we serve have under $100 million in Assets Under Management with us.

You are the future of this industry.

This is our commitment...

This is our commitment...

This is our commitment...

to you and to every client we serve.

We will provide Industry-leading custody services, with no Assets Under Management minimums, no custody fees, and no intention to raise them.

Because we believe that every firm of every size deserves world-class support.

You can count on best-in-class technology and open architecture, including a rapidly growing network of third-party providers.

We give you freedom to choose technology that fits the way you want to work.

You'll be working with the best and the brightest service professionals in this industry.

With deep experience helping firms just like yours, and a commitment to seeing the world through your eyes.

You can expect in-depth practice management consulting and insights for every firm on our platform.

From our industry-leading RIA Benchmarking Study to cybersecurity resources and more, we help you grow and stay on the leading edge.

We're making conversion easy for you with a digital account opening process, so you can bring clients on board securely with just a few clicks.

That's our pledge and our commitment to the independent advisor community.

For those with us on this journey, thank you.

To those joining us, we can't wait to get to know you.

Show Social Media
Include in Schwab Investing Insights email alerts