Experience First Class Wealth Management Made Simple.
Open an account with Interactive Brokers or Charles Schwab to access the power of Successful Portfolios’ expert oversight, proven strategies, and personalized fiduciary care.
The Power of Partnership
By partnering with us, you combine our fee-only fiduciary guidance with the security, scale, and advanced technology of two of the world’s leading online brokerages.
Fiduciary Oversight: Our dedicated team provides support, guidance, and tailored advice, acting strictly in your best interest.
Institutional Access: Gain access to global asset classes, robust diversification, and institutional-grade trading technology.
Complete Transparency: Easily monitor performance with around-the-clock independent portfolio analysis and performance reporting.
Comprehensive Solutions: From Charles Schwab’s brokerage and custody platform to Interactive Brokers’ award-winning prime brokerage technology, we align the brokerage and custody solution to your specific financial objectives.
Incentive available through March 31, 2026
New clients who initiate opening an account online via Interactive Brokers qualify for our Preferred Advisory Rate.
By handling the initial digital setup, you secure a reduced fee of 0.95% annually on the first $1 million in managed assets (standard rate 1.25%). Opening your account online ensures your wealth is immediately aligned with our cost-efficient, fully accountable investment management process.
Ready to begin? Select your account type below to be directed to the secure Interactive Brokers application portal. Open your account, and we will contact you immediately to start your investment journey, with the team at Successful Portfolios guiding you every step of the way.
Successful Portfolios is an independent SEC-Registered Investment Advisor based in Clearwater, Florida.
Founded in 2010 by Parker Evans, CFA, CFP, and Joe Baer, APMA, we remain dedicated to guiding investors with complete transparency and the highest level of care.
As fee-only fiduciary advisors, we’re committed to helping you grow and protect your wealth.
Every financial journey is unique. Contact us for a free consultation, and let’s build a personalized investment plan for you and your family.
Parker Evans, CFA, CFP
President, Chief Investment Strategist
Joe Baer, APMA
Client Advisor, Portfolio Manager