Our Custodians


While we provide investment advice, we do not have direct access to your account assets. As a client, you choose Charles Schwab, Fidelity Investments, or TD Ameritrade to be custodians of your account. With your permission, BST Wealth Management receives Limited Power of Attorney to submit trade requests on your behalf and provide you with regular reports that summarize your portfolio’s performance. However, you remain in control of your assets by having them held in accounts in your name. Our custodians provide us with the platform, products, programs and resources to serve our clients efficiently and effectively.

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