BridgePort Financial Solutions offers investment management through various programs, including the BridgePort Wrap Program (Managed Portfolios and Third-Party Strategists) and Advisor Managed Portfolios. They also provide financial planning and consulting services covering areas like retirement, education, tax, and estate planning. Investment recommendations are based on your risk tolerance, financial situation, and investment objectives. BridgePort also offers retirement plan advisory services to plan sponsors.
Assets Under Management$480M
Clients523
Advisors12
Avg. per Client$930K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$10K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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