Charles Schwab will serve as the custodian of your assets at Towerpoint Wealth. Schwab is the market leader in custodianship for professional wealth management firms like Towerpoint Wealth, boasts over $2 trillion in client assets, with approximately half of those assets held at professional wealth management firms like ours. Schwab does no proprietary trading of their own capital, has more than 25 years of experience working with independent investment advisors, does not leverage its own balance sheet, and maintains extremely low debt levels. Schwab has the resources, expertise, and tools to maintain and stay current with all aspects of recordkeeping and reporting, all in direct alignment with the latest compliance requirements.
How Your Assets Are Protected At Schwab
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