SCHW · News · 20261104N

RIA Custody Competition

SCHWAB CHARLES CORP · 2026-11-04 · Importance 11 · Surprise 6

Charles Schwab reaffirmed that it will not charge custody fees to registered investment advisers (RIAs). The policy contrasts with peers that have introduced custody fees and supports Schwab’s pricing position in the RIA custody market. The report does not quantify the revenue or client impact.

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