Service & Fees

Our primary brokerage custodian is Charles Schwab-TD Ameritrade Institutional. All clients will have online access to their account directly from the Institutional client website. Clients receive monthly statements, trade confirmations and other tax documents from Charles Schwab-TD Ameritrade Institutional directly.

AK Global Asset Management only acts as Limited Power of Attorney of our client's accounts with full discretion to execute any trades in stocks, bonds and an other securities. We DO NOT have access to the physical assets in all client's accounts. All accounts are directly held by Charles Schwab-TD Ameritrade Institutional and protected by SIPC and their additional brokerage insurance. These protections, however, do not protect against investment loss.