Schwab Alliance

Charles Schwab and Co. is the custodian that we recommend for our clients. You can access their website here.

Schwab Lowers Electronic Equity Trade Pricing

In its ongoing effort to make investing more accessible and affordable, Schwab announced reductions in online equity trade commissions designed to provide greater value for investors of all sizes, regardless of the frequency or size of their trades.

Beginning January 19, 2010, all clients will pay just $8.95 per online trade provided that they are enrolled in eDelivery for trade confirmations and statements. Formerly, investors who held less than $1,000,000 in household assets at Schwab paid between $12.95 and $19.95 per trade. It is simple, painless and saves paper and money! If you are interested in taking advantage of eDelivery and reducing your trading costs, call us and we’ll be happy to start the process for you.

Schwab Advisor Services (formerly Schwab Institutional) is a business segment of The Charles Schwab Corporation serving independent advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. (“Schwab”). Independent investment advisors are not owned, affiliated with or supervised by Schwab.