Kaizen Wealth Management » Schwab http://www.kaizenwmwp.com continuous improvement Fri, 03 Feb 2012 21:23:00 +0000 en hourly 1 Schwab Waiving Fees for New Clients of RIAs http://www.kaizenwmwp.com/archives/373 http://www.kaizenwmwp.com/archives/373#comments Thu, 25 Jun 2009 20:55:38 +0000 Kaizen Wealth Managment http://www.kaizenwmwp.com/?p=373 Charles Schwab & Co. said today that it would waive commissions on electronic equity trades and reimburse account-transfer fees to new clients of independent investment advisers whose assets are held in custody with it’s firm.

The offer is said to be good from July 1 through the end of 2009, and will remain effective for new-account trades through June 30, 2010.

“Implicit in this is that if it’s right by the client, the client will reward us in the long run,” - Jim McCool, Exec. VP in charge of Schwab Institutional.

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