Does anyone at Cela Advisors have access to my money?
No one at Cela Advisors has access to the money in your account. We have limited power of attorney to do three things in a Client account; 1) trade securities with discretion, 2) request that Schwab send a check to a Client directly or to a Client’s bank, and 3) be paid a quarterly management fee from the account based on the contract rate. We have no other access or authority.
