Bloomfield Asset Management provides investment management services for high-net-worth individuals, institutions, families, trusts, and estates. They manage accounts on a discretionary basis, allocating assets among mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities. Bloomfield Asset Management works with clients to determine their objectives, risk tolerance, and liquidity needs to develop a personalized investment plan.
Assets Under Management$96M
Clients43
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment advisory fee is 1.50% or a lower advisory fee may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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