Founded in 1997, BAM Advisor Services, LLC serves a nationwide BAM network of 100+ independent investment advisors and wealth managers across the country who have committed to doing business according to the below criteria. Let’s explore the characteristics you can expect from a BAM network advisor and how the BAM network supports each.

According to a 2008 technical report published by the SEC, there are in the range of 15,000 investment advisor and broker/dealer firms in the United States hoping to help you invest. That’s a big list from which to choose, and that’s a conservative estimate.

 

How do you find the right advisor for you? Your wealth manager may have his or her own personality, geographical location and areas of expertise, but there are a number of best practices we believe you should seek.

 

These include:

• Your best interests always come first. Any remaining characteristics should support this, first and foremost.
• Every strategy and service is focused on helping you achieve your life’s goals.
• Fees and asset management are transparent. Fees are reasonable for the service provided and assets are held in your name by a separate custodian who reports directly to you.
• Ongoing independent advice is based on a passion for critical thinking and academically grounded objectivity.
• Collaboration is valued and ongoing. Peer-reviewed exchanges benefit the entire investor community.

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.