FREQUENTLY ASKED QUESTIONS

Does Bridenback Wealth Management custody client assets?

No. We do not custody (hold) any client assets. Fidelity Institutional^SM provides clearing, custody, and other brokerage services to through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

What platforms does Bridenback Wealth Management operate on?

We are an independent contractor with Osaic. Osaic is an independent broker/dealer-RIA that supports the processes and investment business of affiliated advisors’ platforms.

Do you provide investment reports?

Yes, and clients can customize the frequency with which they receive their portfolio statements, including being able to view their up-to-date reports directly through the client portal.

What is the process to move my account from another

If you decide to make the transition, the document transfer process is simple, with all the work done behind the scenes. No paper statements are required, and the transfer process can be managed via DocuSign.

Fidelity Investments and Fidelity Institutional^℠ (together "Fidelity") is an independent company, unaffiliated with Bridenbeck Wealth Management ("BWM"). Fidelity is a service provider to BWM. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by BWM and does not guarantee, or assume any responsibility for, its content. Fidelity Institutional^℠ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 951716.1.0