We open a client’s accounts in their name at Charles Schwab & Company. You will receive monthly statements, trade confirmations, and other communications regarding your account from Charles Schwab. Charles Schwab will also email our clients, every time a transaction has taken place in a clients account. This convenience allows clients to easily stay abreast of their accounts performance. All clients give us limited power-of-attorney, so we are able to execute trades on their behalf, as well as bill our fees. Our trading and recommendations are in accordance with their ETF Profile and Suitability Questionnaire, which we complete for each individual client.
The following is our fee schedule: