Blackridge Asset Management offers personalized financial planning, investment management, and related consulting services to individuals, families, and businesses. Working through individual investment adviser representatives, Blackridge Asset Management helps clients define financial goals, manage cash flow, plan for retirement, fund education, and navigate tax and estate planning. Investment portfolios can be managed directly through platforms like truEdge Asset Management, via wrap fee programs on First Clearing, or through third-party money managers. The firm also assists with retirement accounts, insurance reviews, and online estate planning tools.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.