USAA Investment Services Company provides retirement income strategy reports and refers individuals to Charles Schwab & Co., Inc. for investment management and brokerage services. USAA Investment Services Company does not manage client portfolios, hold client accounts, or recommend specific securities. Instead, licensed representatives discuss retirement planning, risk tolerance, and asset allocation, and may issue a retirement income strategy report to help clients assess their goals. Because representatives are also licensed insurance agents, they may offer annuities and life insurance products from affiliated companies. The firm receives referral fees from Charles Schwab based on the assets referred clients invest there.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.