Our Custodian
Pedigree
Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.
Selection
Price Wealth Management has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.
The Right Fit
Charles Schwab & Co, Inc. has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.
Charles Schwab & Co., Inc. is Setting the Industry Standard for Excellence
