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The Next Schwab?
(Illustration by RIA Intel)

(Illustration by RIA Intel)

Altruist – a new digital, commission-free custodian for RIAs – will save advisors up to 90% on technology and custody costs, says founder Jason Wenk. “Our goal is for everyone to really pay almost nothing.”
By Michael Thrasher September 9, 2019
Edward Jones
Donald Windle
Charles Schwab
Jason Wenk
Russell Kroeger