We believe independent
advice has the power to
help individual investors
achieve and sustain financial
freedom. RIAs shouldn't
have to sacrifice to become—
and remain—independent.
Going beyond tightly integrated custody and technology
capabilities, we provide a connected experience that allows
you to do your best work. We call this Advice+. And it's
designed with RIAs in mind.
Do it your way.
We understand giving your clients your very best hinges on your
ability to retain flexibility and control over how you run your practice.
We built our offering around these principles of independence so you
get an experience that supports your needs…and your clients' needs.
A word on fees.
In an industry where fees can be muddy at best, we take pains to
make sure our fees are structured to be as simple as possible. We do
this wherever we can, and we are always looking for ways to improve.
Our platform fees are simple and clear.
1
We don't receive payments
for order flow. We don't make spreads on margins. And if there's ever
a question, we're here to walk you through it.
1
Other fees may apply to certain investments and/or solutions. Please see the applicable fee schedule referenced in the account application.
