A Note about Charles Schwab & Co. as the Custodian:
We have chosen Charles Schwab & Co as the custodian for clients’ accounts. This means that you, the client, exert direct control over your accounts and assets held at Schwab. This is an important distinction: Lifetime Equity Investments, LLC is not a custodian, but we serve as your investment adviser. We will have your signed authority to select, execute, & manage investments on your behalf.
If you would like to learn more about how this will relate specifically to your accounts & what other steps Schwab takes to protect your assets, please talk to us.