Interactive Brokers + Independent Advisor = Smart Investing
Watch this striking, scenic video! Remember, at Successful Portfolios, our credentialed, pros always have your back. As of July 2019, we managed over $92,000,000 in client assets at Interactive Brokers. Our viewpoint as an independent advisor ensures a fiduciary focus on your financial best interest.
Schwab Dominates Wall Street in Customer Accounts and Assets
In 2018 on average, Schwab gathered $624 million of new customer assets per day—more than its three biggest Wall Street rivals combined according to @wsj. Half of Schwab’s customer assets are managed by independent advisory firms that use Schwab as custodian.
