5.0
Nov 5, 2025
Current employee, more than 10 years
Philadelphia, PA
Recommend
CEO approval
Business Outlook
Pros
Work remotely, Independent structure/ open architecture, competitive payouts for advisors, fiduciary, Charles Schwab is the custodian, low/fair fees for clients, access to safe money strategies, custom indexing, in-house investment team, work/life balance
Cons
Disconnect between different sales channels and misalignment of company goals versus advisors in leadership.