The Charles Schwab Difference
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This appropriate separation of advice-giving from wealth-holding is one of the attractions of working with an independent advisor.
Landmark Wealth Management has chosen to work with one of the largest and most well respected custodians in the industry- Charles Schwab Institutional. Charles Schwab is one of the leading providers of comprehensive brokerage and custody services and more than 15,000 independent advisors have chosen to work with them.
The Security of Your Assets Is Our Top Priority
With Charles Schwab, your money is with one of the world’s largest discount brokerage firms, with local branches nationwide. With that comes a commitment to both excellent client service and account information protection.
Charles Schwab is a member of the Securities Investor Protection Corporation (SIPC). Securities in your account are protected up to $500,000. For details, please see ww.sipc.org. Charles Schwab also provides $149.5 Million worth of protection for each client through supplemental coverage provided by London insurers. The $149.5 million of coverage includes an additional $900,000 limit on cash in the account. Each client is limited to a combined return of $150 million from a Trustee, SIPC, or London insurers. The Charles Schwab Insurance Policy does have an aggregate total coverage of $250 million over all customers. This policy provides you coverage against theft following brokerage insolvency and does not protect against loss in market value of the securities.
We Will Always Keep You Well Informed
You’ll receive a clear, concise statement on a regular basis from Charles Schwab Institutional that summarizes all of your portfolio positions-stocks, bonds, mutual funds, and cash-including all balance, dividends, and transactions. A duplicate monthly statement is also sent to your advisor.
Service-Oriented
As a client of Landmark Wealth Management, your interactions with Charles Schwab will generally be limited to their easy-to-use website, and to their statements. We will handle your customer service needs directly. However, should an unforeseen need arise, Charles Schwab’s calling card is their excellent customer service available from anywhere in the world.
No Compensation for Choosing Charles Schwab
We do not pay Charles Schwab, nor do we receive any commissions or other compensation from Charles Schwab. We are a fee-only advisor, so we are paid exclusively by our clients.
Powerful Resources for Your Advisor
Charles Schwab offers Landmark Wealth Management smart operational solutions, innovative technology, flexible investment products, and above all else, impeccable service. These offerings are designed to support Landmark Wealth Management in pursuing your investment goals.
Charles Schwab understands Landmark Wealth Management’s need for innovative and reliable technology that streamlines the entire trading and account management process. Their platform provides them with the technology needed to improve efficiencies and better manage your investments-including the ability to place trades, monitor holdings, and access a wealth of research information.
Their broad product offering always give you choices:
- Mutual funds-we can choose from more than 13,000 mutual funds.
- Equities-Choices include foreign and domestic stocks.
- Fixed-income instruments-They offer a wide variety of bonds, unit investment trusts (UITs), preferred stock, and fixed-rate capital securities.
Charles Schwab
Charles Schwab and Landmark Wealth Management are both fully committed to protecting and growing your assets.
