Custodian RelationshipsWe work with Charles Schwab and Fidelity to ensure our clients have a choice in custodian.
Mission Wealth is a member of both the SAN® and WAS® networks - both are custodial referral programs where Charles Schwab and Fidelity Financial Consultants have the ability to refer their clients to independent RIAs.
SAN® and WAS® Networks
Schwab Advisor Network® (SAN®)
Fidelity Wealth Advisor Solutions® (WAS®)
Your Fidelity advisor may suggest that you consider their network of independent, Registered Investment Advisor firms (RIAs). Each member in the WAS program has been carefully selected and evaluated considering a number of factors, including (but not limited to):
1. <b>Professional standards</b> – Advisors have been approved to participate based on their position as registered investment advisors in good standing with the US Securities and Exchange Commission and/or any applicable state securities regulatory authorities (or they are exempt from such registration).
2. <b>Pricing structure</b> – Advisors charge fee-based, asset-based, or flat rate investment advisory service fees (which may include hourly fees).
3. <b>Assets under management</b> – Advisors are required to maintain a minimum of $350,000,000 in total regulatory assets under management throughout their participation in the program.
Mission Wealth is a proud to be among approximately 100 firms nationwide who participate in the Fidelity Wealth Advisor Solutions Program. We can offer you specialized advice and personalized attention. Our experienced advisors provide expert guidance in investment management, financial planning, insurance, tax strategies, and estate planning.