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Schwab Private Client edges its fee closer to the classic RIA standard

Schwab Private Client jacked its price 20% and its minimum fee jumps 60%

Friday, July 4, 2014 – 12:56 AM by Lisa Shidler
Admin:
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Talking to Chuck is likely going to cost you a few thousand more.

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July 16, 2022 – 1:35 AM

Brouwer & Janachowski gets its rainmaker --the former head of $18-billion Bernstein office -- in a 'grand experiment' to grow from $1.7 billion to $5 billion in AUM

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January 6, 2020 – 6:32 PM

Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there

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September 10, 2019 – 10:52 PM

When Steve Janachowski's RIA hit the $1-billion wall, he started hiring women execs and talking M&A; Now he's at $1.7 billion but still seeking to validate his strategy

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Mentioned in this article:

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh




Jim Maki

Jim Maki

July 7, 2014 — 2:05 PM

Schwab SPC Story RIA Biz

MisterRIA

MisterRIA

July 7, 2014 — 6:28 PM

Why would you ever do business with Schwab?

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