There can be quite a bit of confusion over how and where your assets are actually held when you have an investment account in general or when you have an account with a registered investment advisor (RIA) firm like Eagle Ridge Wealth Advisors. This week, Tim covers what a custodian is and does and how to avoid getting Bernie Madoffed!
For more information, visit the show notes at: https://erwealth.com/podcastblog/custody-of-assets-avoiding-bernie-madoff-situations
