Blackridge Asset Management, LLC

Assets Under Management

$196.8M

Number of Clients

687

Number of Advisors

67

Average Client AUM

$287K

AUM per Advisor

$2.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Blackridge Asset Management LLC (BAM) provides personalized financial planning, asset management, and consulting services. They utilize third-party money manager models and can create and manage models. BAM is a fee-only firm, but some IARs may receive commissions from brokerage services. Custodians include Schwab, AssetMark, and FCC.

Fee Structure

Minimum Investment:$25K
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
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Location

1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477

67 Advisors at this firm

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