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Is Cela Advisors affiliated with Charles Schwab & Co., Inc.?

April 26, 2017advisors affiliated cela Charles Schwab

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Is Cela Advisors affiliated with Charles Schwab & Co., Inc.?

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No. Cela Advisors is not affiliated with Charles Schwab & Co., Inc., nor are we compensated by that company in any way through fees, commission, or incentives. In the spirit of full disclosure, our firm is supplied necessary software that allows our in-house portfolio management system to work efficiently and cleanly with Charles Schwab & Co., Inc.’s back-office operations and trading desks. The same software is available to all investment advisors that custody at Charles Schwab & Co., Inc.