At Retired Capital LLC, our dedication to transparency, integrity, and prioritizing our clients' needs is paramount. In alignment with these values, we have partnered with Charles Schwab, a leading custodial service provider in the industry. This strategic collaboration ensures that your assets are held with a trusted institution, offering an added layer of security and reliability. The minimum to start investing with us is $100,000, unless the fund manager is willing to reduce it, reflecting our commitment to providing quality services for serious investors.
Below you’ll find the New Account Form and Stock Options & Margin agreement to set up an account with Charles Schwab.
Below you’ll find the Schwab IRA applications necessary to set up an account with Charles Schwab.
For existing Charles Schwab account holders, all we would need is the limited power of attorney completed to manage your account. See below.
**Please Note: Physical signature is required**
Limited Power Of Attorney (pdf)
DownloadShould you have any inquiries, please don't hesitate to contact us at 212-237-3890 or send an email to np@retiredcapitalllc.com
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