The opportunity for fee-only, independent advisors to capture 401(k) assets has never been greater. Yet most advisors don’t have the time or resources necessary to service 401(k) plans. That’s why we’ve created Advisors Access.
With more than three decades of combined experience as advisors to 401(k) plans, and more than 20 combined years as Turnkey Asset Management Providers (TAMP), BAM Advisor Services and Capital Directions, LLC are uniquely qualified to deliver this 401(k) solution for investment advisors. With Advisors Access, we give you the tools and hands-on support to seamlessly gather, service and grow 401(k) assets.
Contact us to see how 401(k) plans can become a profitable part of your firm.
About Advisors Access
Advisors Access is a service program of BAM Advisor Services, one of the nation's largest Turnkey Asset Management Providers for independent RIAs, with over $17 billion in assets under administration. We support more than 200 firms in serving over 625 plans, with approximately $1.8 billion in 401(k) assets.