How do BAM network firms charge for their services?

All BAM network firms provide fee-only investment management, with fees based on a percentage of the assets managed. BAM network firms agree that such an approach best aligns their interests with yours, helping them meet their fiduciary obligation as a Registered Investment Advisor firm.

Fee schedules vary for each firm. But all are transparent, fully disclosed, and separately reported within your custodian’s independent account statements. This approach enables you to make an informed decision when selecting an advisor and readily track expenses incurred throughout the relationship.

Some BAM network firms offer additional services beyond investment management that may involve additional fees or costs. Again, any such costs will be fully disclosed and accounted, so you can track them every step of the way.

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.