Your account, Your money, Your control. Open an account at Schwab (either taxable or retirement), or request that we manage a Schwab equity account you’ve opened previously. We trade equities on your behalf. Equities are chosen based on our proprietary methodology including multiple regression models. Stock selection can be tailored to your risk profile and/or preferences. Schwab withdraws monthly management fees (roughly 0.1% per month). Receive statements directly from Schwab tracking your progress and/or log in to Schwab to view activity real-time. Pull your money any time and for any reason. Minimum account size $100k.