Custody
Your account will be held in your name at Charles Schawb.
Diversification
We typically invest in 20–40 companies.
Fee Structure
1% per year Under $1Million
0.80% per year Over $1Million
Transparency
Accounts can be viewed online at Charles Schawb with comprehensive access to account holdings, trade activity and accounting. You may also elect to receive monthly paper account statements from Charles Schawb.
