Bridgeport Asset Management, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bridgeport Asset Management provides investment management and advisory services to individuals, corporations, trusts, estates and employer‑sponsored retirement plans. Services include continuous discretionary and non‑discretionary portfolio management, assistance establishing custodian accounts, and consolidated reporting and monitoring.
The firm builds and manages model portfolios (Moderate‑Conservative; Income‑Balanced; Growth & Income; Growth) using mutual funds, ETFs, individual equities, fixed income, closed‑end funds, ETNs and unit investment trusts, and may employ funds that use long/short or geared strategies. Investment decisions are guided by fundamental, technical and cyclical analysis and by client risk assessments, with accounts reviewed at least annually and more frequent monitoring of actively traded positions.
A notable feature is that the firm’s principal is a licensed insurance agent who occasionally places fixed insurance products that generate commissions and, in some cases, those product balances may be included when calculating advisory assets—an arrangement that is less common among independent RIAs. The firm also offers hourly or flat‑fee consulting for services such as pension option analysis, 401(k) allocation and cost‑basis research, and manages roughly $30 million in client assets across about 160 client relationships.
Client services
Expertise
Fee options
Negotiated flat fees for certain services; estimates provided prior to engagement
$0 - $500,000: 0.9% (Moderate - Conservative) $500,001+: 0.5% (Moderate - Conservative) $0 - $500,000: 1.1% (Income - Balanced) $500,001+: 0.7% (Income - Balanced) $0 - $500,000: 1.2% (Growth & Income) $500,001+: 0.75% (Growth & Income) $0 - $500,000: 1.3% (Growth) $500,001+: 0.8% (Growth) $1 - $250,000: 1.25% (Non Portfolio accounts) $250,001 - $500,000: 1.0% (Non Portfolio accounts) $500,001+: Negotiable (Non Portfolio accounts) $0 - $500,000: 0.8% (Low Fee or Advisory Variable Annuities) $500,001+: 0.6% (Low Fee or Advisory Variable Annuities)
Insurance product commissions from fixed insurance products placed by licensed insurance agent
Approximately $150 per hour for research, account evaluations, pension option considerations, and similar services
Account minimum: $50,000 Fee-only: Hourly consulting or advisory fee of $150 per hour, negotiated flat fees also available
Main office
414 D'Onofrio Drive, Suite 220
Madison WI 53719
Advisors at this office
1
Most active in
Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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