Bridgeport Asset Management (BAM) offers investment management services to individuals, businesses, trusts, estates, and retirement plans. BAM helps clients determine their investment objectives, needs, and risk tolerance. BAM manages investments on a discretionary or non-discretionary basis, typically assisting clients in establishing an account with a custodian. Investments may include mutual funds, exchange traded funds, stocks, and bonds.
Assets Under Management$30M
Clients163
Advisors1
Avg. per Client$190K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Bridgeport Asset Management charges a percentage of your portfolio each year. The exact percentage depends on your investment goals and the type of account.
For discretionary portfolios, the fees are:
- Moderate - Conservative: 0.9% on the first $500,000, then 0.5% on the amount over $500,000
- Income - Balanced (Total Return): 1.1% on the first $500,000, then 0.7% on the amount over $500,000
- Growth & Income: 1.2% on the first $500,000, then 0.75% on the amount over $500,000
- Growth: 1.3% on the first $500,000, then 0.8% on the amount over $500,000
For non-portfolio accounts, the fees are:
- $1 - $250,000: 1.25%
- $250,001 - $500,000: 1.0%
- $500,001+: Negotiable
For low-fee or advisory variable annuities, the fees are:
- 0.8% on the first $500,000, then 0.6% on the amount over $500,000
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