Custody Services Providers



At Fiduciary Wealth Management, we have chosen Charles Schwab and Co. as our support partner for custody of client’s assets. Charles Schwab provides investing and trading services for both retail and institutional clients and custody approximately $7 trillion in assets.  

Fiduciary Wealth Management is not affiliated with nor an employee of TD Ameritrade Institutional or Charles Schwab and Co..

TD Ameritrade and Charles Schwab and Co. are both registered broker-dealers, and are not affiliated with Fiduciary Wealth Management or any advisor(s) whose name(s) appear(s) on this Website. Fiduciary Wealth Management is independently owned and operated. TD Ameritrade and Charles Schwab and Co. neither endorses nor recommends Fiduciary Wealth Management.  TD Ameritrade and Charles Schwab and Co. do not review the Fiduciary Wealth Management Website(s), and makes no representation regarding the content of the Website(s). The information contained on the Fiduciary Wealth Management website should not be considered to be either a recommendation by TD Ameritrade or Charles Schwab and Co. or a solicitation of any offer to purchase or sell any securities.