Charles Schwab educates clients on investment options - Herald-Mail Media

Products and services: Whether we are recommending individual investments or discussing portfolios that are managed, a client can expect a clear explanation of the pros and cons to help them make confident choices from a range of options,... no-load mutual funds. exchange-traded funds. cash investments. and managed accounts. We know that high fees can drain your wealth. That is why we offer competitive portfolio management fees, low trade commissions and straightforward, fair pricing on investments. We believe you should know what you are paying and how those fees might impact your return. Our goal is to build a personalized relationship based on each individual’s needs, regardless of how much money he or she has to invest. We have no minimum requirements to assist clients. Phone number: 240-329-2021. Email: tj. roccograndi@schwab. Source: www.heraldmailmedia.com