The BAM Advisor Network partners with three premier investment custodians: Charles Schwab Advisor Services, Fidelity Institutional Wealth Services and TD Ameritrade Institutional. Each one provides BAM advisors with advanced platforms, products and resources they need to serve you well. One advantage of working with a BAM advisor is the BAM Advisor Network leverages its collective size in an effort to obtain the lowest fees available with each custodian on your behalf.

BAM Advisor Network’s technology platform and personal support from our dedicated service teams allow BAM advisors to run their practices more efficiently and effectively.