Have a question about your personal investments? No matter how simple or complex, you can ask it here.
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- Joined: Wed Jan 12, 2011 12:51 am
Any experience good/bad with Schwab's Private Client Program? Please no lectures. This is for a friend. I already tried.
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- Joined: Fri Sep 21, 2018 10:54 am
Reviving this old thread as I have the same question. Any feedback on it?
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- Joined: Sat Oct 20, 2012 9:00 am
We work with Schwab in a "hybrid" model, bit of Private Client and a bit us managing ourselves. To-date we have had nothing but an extremely positive relationship with our team at Schwab.