Evensky, Brown & Katz, a Florida asset management firm that wants to broaden its services to wealthy families, is moving the $350 million of assets it manages from Charles Schwab & Co. to Fidelity Investments.

Harold Evensky, the firm’s president, said Fidelity is better attuned than Schwab to his new business model. “They’re excited about our vision and want to help the business grow,” he said.

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