Your Assets. Your Custodian. Your Peace of Mind.
Why Schwab?
At Keel Wealth Management, your assets are held in custody by Charles Schwab — one of the largest and most trusted financial institutions in the world. We chose Schwab for the same reason we do everything else: because it’s what’s best for you.
Independence You Can Trust
As a Registered Investment Advisor, Keel Wealth Management operates independently from our custodian. Schwab holds your assets. We manage them. This separation is by design — it means your money is never in our possession. We can see it, analyze it, and trade on your behalf, but we cannot withdraw it. That structural independence is one of the most important protections you have as an investor.
Your Assets Are Protected
Every Schwab account includes SIPC protection of up to $500,000 per account (including $250,000 for cash claims). Beyond that, Schwab provides additional coverage through Lloyd’s of London and other insurers for account protection well beyond SIPC limits.
Your securities are held in your name — not ours, not Schwab’s. If anything were to happen to either Keel Wealth Management or Schwab, your assets remain yours.
Scale and Technology That Works for You
Schwab custodies over $9 trillion in client assets. That scale translates directly into advantages for you:
Institutional pricing on trades and fixed-income securities
24/7 online access to your accounts, statements, and tax documents
Schwab’s technology platform for real-time portfolio monitoring
Seamless integration with our wealth management systems, so nothing falls through the cracks
You get the personal attention of a boutique advisor backed by the infrastructure of one of the world’s largest financial institutions.
How It Works
You hire Keel Wealth Management as your advisor — we build your financial plan and manage your portfolio.
Schwab holds your assets in accounts registered in your name — providing custody, trade execution, and account maintenance.
You have full visibility — log in to Schwab anytime to see your holdings, transactions, and statements.
It’s a structure designed for transparency, safety, and your benefit.
To learn more about how Keel Wealth Management and Schwab work together to protect and grow your wealth, contact Scott Zodin at scott@keelwealth.com or call (512) 368-4593.
