Why consider an independent advisor?
I chose to become an independent registered investment advisor because it gives me more freedom to act in the best interests of my clients. In other words, as a fiduciary. Not just in the moment, but comprehensively and continuously. We are always thinking about you, the client. We are always responsible, always accountable, always looking out for you.
Charles Schwab is proud to support more independent financial advisors and their clients than anyone else.
Independent Registered Investment Advisors are fiduciaries, obligated to act in the best interest of their clients.
Watch one advisor talk about how he cares for his clients – not just in the moment, but comprehensively and continuously.