Do BAM network advisors trade and hold my assets for me?

While you typically grant your advisor Limited Power of Attorney (LPOA) to execute transactions on your behalf, you remain in control of your assets. Accounts are held in your name at a custodian such as Charles Schwab, Fidelity Investments or TD Ameritrade.

If you would like to talk to a BAM Network Advisor about customized wealth management strategies that can help you reach your financial goals,please call us at (866) 417-2211 or submit our inquiry form by clicking here: Find a BAM Advisor.