Firm Documents | Holder Wealth Management

SCHWAB LITERATURE

Informational Brochures

This is a series of three hypothetical scenarios that demonstrate how independent advisors might work with investors to provide tailored solutions to their complex financial needs.

Important questions to ask before you hire an investment advisor.

The right investment advisor does what’s right for you.

5 key benefits of independent financial advisors

This content was made available by Charles Schwab & Co., Inc. (“Schwab”). The purpose of this information is to educate investors about working with an independent Registered Investment Advisor (RIA). The RIAs and their representatives use Schwab for custody, trading, and operational support. Many independent RIAs and other financial services professionals receive compensation for services in a variety of ways. It is the responsibility of each investor to determine which method of compensation offers the lowest total costs and best serves the interests and needs of the investor.