Everett Wealth Solutions, Inc. (EWS) offers fee only fiduciary financial planning and asset management inside a 4-Step Process. Together, we help you create your personal wealth solution.
Investor Choice and Risk Potential
Providing Personalized Investment Solutions
What Is a Custodian?
A custodian is a financial institution that has certain regulatory responsibilities for assets in a customer’s brokerage account. EWS as a registered investment advisor, is required to have a custodian. Investments that you entrust to our firm are placed in custody with Interactive Brokers – one of the largest clearing providers in the industry. A clearing firm is an organization that, among other things, handles the execution, clearance, and settlements of transactions. When you’re selecting your financial advisor, considering who your advisor uses to custody your investments can be critical.
EWS also provides an alternative to the large clearing house money manager experience through Betterment Institutional – an online automated platform where clients use one login to access and manage multiple portfolios with Betterment’s intuitive dashboard.
With Interactive Brokers and Betterment, EWS is able to offer the flexibility to invest in variety of ways.
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