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Zelienople Financial Advisors, Centauri is a full-service financial advisor firm. Contact us today!

 

In recent months, the acquisition of E-Trade Advisor Services by Axos Advisor Services has been an important part of our line of business. We were first made aware that Axos expressed an interest in acquiring this business a few years ago. This was when Trust Company of America was purchased by Morgan Stanley and E-Trade Advisor Services.

Although no one likes to see changes, we feel this will be a positive change for both our firm and you, our client. The transparency of this change has made this a seamless transaction. The only visible item our clients will notice is simply a change in the name from E-Trade to Axos Financial. The platform for viewing your account remains the same. There has been no change to fee structures or trading costs for our customers. They still remain one of the lowest in the industry.

So, we’re pleased to announce that E-Trade Advisor Services is now doing business as Axos Advisor Services. We hope you’ll join with us in celebrating this transition and the opportunities it presents. As Axos Advisor Services, they remain committed to listening to us as advisors and putting your needs first. They remain dedicated to being a non-competitive, full-service custodian with a laser focus on supporting independent RIAs like Centauri Advisory Group. They will continue to support us both with their leading technology and relationship-based, responsive service, and invest additional resources to help us all become even more successful.

We’re excited about the future with Axos Advisor Services as our primary custodian. We look forward to this next chapter of mutually shared success!

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