Partnership

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Charles Schwab & Co., Inc.

Founders Wealth Management & Planning has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Charles Schwab & Co, Inc. (“Schwab”) 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.

By using Schwab as primary custodian, Founders Wealth Management & Planning has access to a wide range of products and services that help us serve our clients, including:

  • Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
  • Separately managed account services for those who want to leverage the expertise of institutional-caliber money managers who specialize in particular investment styles.

“These materials have been independently produced by Founders Wealth Management & Planning. Founders Wealth Management & Planning is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Founders Wealth Management & Planning provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

 

Fidelity Institutional Wealth Services

Fidelity Institutional Wealth Services provides clearing and custody services to Founders Wealth Management & Planning. Fidelity Institutional Wealth Services is a leading provider of trading, custody, and brokerage services to Registered Investment Advisors, Trust Institutions, and Third-Party Administrators.

Fidelity Investments is an independent company, unaffiliated with Founders Wealth Management & Planning. Fidelity Investments is a service provider to Founders Wealth Management & Planning.

There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Founders Wealth Management & Planning and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC.

Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. [eReview # 000000.0.0]