Is Cela Advisors affiliated with Charles Schwab Institutional?
No. Cela Advisors is not affiliated with Charles Schwab Institutional or their parent company, 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 Schwab’s back-office operations and trading desks. The same software is available to all investment advisors that custody at Schwab.
