Schwab Advisor Services serves independent investment advisory firms like Western Level Advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc.   

Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.  Schwab has more than 30 years of experience serving independent advisors.  Schwab was a pioneer in recognizing and serving the needs of independent, fee based investment advisors and their clients.  

By using Schwab as primary custodian, Western Level Advisors has access to a wide range of products and services that help us serve our clients, including:    

• Full range of investment products and trading services 

• Technology and service support 

• Wide array of investment account types including retirement accounts, charitable giving, and education accounts 

• Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments. 

• Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place