Bledsoe Asset Management (BAM) offers investment advisory and financial planning services to the Public Safety community and their families. BAM provides asset management, financial benefit analysis, financial planning, education planning, retirement planning, and consulting services. BAM uses strategic model portfolios that can be modified to meet client needs. BAM also offers financial planning services, gathering information to provide recommendations to help clients work toward their financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K+ | 0.50% |
Generally, the minimum investment required in the BAM Asset Management Program is $50,000 and our minimum annual fee is per household is $600. Please note: you will pay a higher percentage annual fee than the 1.20% referenced above if your household account balance is less than $50,000.