BroadSpan Asset Management (BSAM) provides investment advice to institutional clients, focusing on fixed-income and credit instruments, primarily in Latin America and the Caribbean. BSAM does not manage investments for individuals. BSAM works with clients to establish an Investment Policy Document Summary (IPD) and provides ongoing supervision, monthly, quarterly, and annual reviews, and rebalancing recommendations. Clients pre-approve all investment decisions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Negotiable Investment Advisory Fee is typically 0.50-0.75% (50bps-75bps) of capital under advisory. BSAM may also charge performance-based fees to certain clients, which is a percentage of the account's net total investment return above an agreed threshold, not exceeding 20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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