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Why You Shouldn’t Talk to Chuck

The financial world has been a place of rampant fear for the average client. They have dealt with market crashes as well as enormous scandals from the likes of Madoff, Stanford, and Corzine. We all know it is the responsibility of Independent Advisers to ensure client’s needs are met. Lately, however, it has become increasingly important for Advisers to protect the client from being unnecessarily fearful of what the media often reports.

Despite what the “Talk to Chuck” ads imply, Charles Schwab perpetuates the fear-mongering in their termination procedures. They have a history of terminating Advisers without cause and sending a damaging letter to every one of the Adviser’s clients. Most clients become fearful. Some clients become angry. Other clients distrust the Adviser and look elsewhere for their asset management.
This website walks you through the procedure. Start with ‘My Story’ below, view the presentations, watch the videos, and feel free to look at the supporting documents. We look forward to hearing from you



Investment Manager Service Agreement
Termination Letter to the Client
Termination Letter to Me
Our Response to the Termination Decision
Schwab’s Arbitration Response

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Airgead Clann, LLC
223 East Thousand Oaks Blvd. Suite 215
Thousand Oaks, CA 91360
Phone: (805) 852-7684