If you open an account with them, they transfer your account to Charles Schwab brokerage. No big deal there. Schwab is great for the retail investor, that is as long as you don't have a 3rd party advisory contract in place. If you do, you don't get any of the benefits that Schwab offers. They tell you they use a "select list" of funds that are selected by and researched by Adam Bold and his assistant. They will NOT tell you what the research methodolgy is comprised of. "That's proprietary" you are told. They will... read full review »