BridgePort Financial Solutions manages investment portfolios and provides financial planning, tax preparation, and consulting services for individuals and institutions. The firm offers several investment programs, including wrap fee programs featuring internally managed models and third-party strategists, advisor-managed portfolios, and third-party manager programs. BridgePort Financial Solutions also provides retirement plan consulting for plan sponsors. Investment management is conducted on a discretionary basis, tailoring portfolios to clients' risk tolerance, time horizon, and liquidity needs. The firm operates through a network of employee and independent advisor representatives, maintaining affiliations with a broker-dealer and an insurance agency.
Fee Structure
Portfolio-Based Fees (Flat)
| 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% |
The fee schedule applies the corresponding annual fee to the entire portfolio amount based on the total asset level. Fees are negotiable and may not exceed 2% as an annualized fee.