Client assets are held at Charles Schwab & Company, Inc., a top-tier brokerage and banking corporation. All accounts are held at Charles Schwab in the client’s name, ensuring clients remain in complete control of their own assets while Tandem directs the investment management.
Clients benefit from this relationship by receiving regular monthly statements from Charles Schwab Institutional. They can also securely access and view their accounts via the Tandem website, linked to Charles Schwab’s website.
Charles Schwab and Charles Schwab Institutional are registered trademarks of Charles Schwab & Company, Inc. Tandem Wealth Advisors LLC is a privately owned firm and not employed by or an agent of Charles Schwab & Company, Inc.
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