custodian
Axos Advisor Services
In PWD coverage since October 2, 2026 · 3 stories
PWD coverage
RIA
Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum
Betterment waives platform fees through 2028, Axos targets every advisor custodying at Fidelity, and Schwab cites 11,000 sub-$100 million firms already on its platform.