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Bridgeport Financial Solutions

Updated today

Total assets under management

$484,508,230

Total clients

523

0% high-net worth

Total advisors

11

of 11 employees

Firm size

Multi Team

Average clients per advisor

48

Average account size

$926,402

About

BridgePort Financial Solutions provides investment management, financial planning, retirement-plan advisory (3(21)/3(38)) and consulting to individuals (including high‑net‑worth clients), trusts, pension plans and other entities. Services are delivered through multiple programs — a discretionary wrap program, advisor‑managed portfolios, access to third‑party strategists via Orion Communities, and recommendations of third‑party managers — and the firm reports roughly $484 million in assets under management.

The firm’s Investment Committee maintains a suite of model Managed Portfolios constructed with active and passive mutual funds and ETFs and applies periodic rebalancing and tax‑aware considerations for nonqualified accounts. Individual Advisors retain flexibility to tailor allocations or implement their own models and methods (including, in limited cases, market‑timing or individualized securities positions), and BridgePort facilitates model access and implementation for client accounts.

BridgePort’s structure is notable for its affiliations and platform features: it is under common ownership with a registered broker‑dealer and related investment‑adviser entities, operates an affiliated tax/accounting business, and some Advisors also sell insurance through an affiliated agency — arrangements the firm discloses as potential conflicts. The firm also supports both wrap and transaction‑fee programs, charges platform fees to certain independent Advisors, and offers a narrowly curated list of approved third‑party managers, reflecting a hybrid, advisor‑led platform model.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Fee options

Fixed

One-time non-refundable setup fee generally lesser of 1% of assets under management or $1,000; financial planning fixed fees from $500 to $50,000.

Percentage

$0 - $2 million: 1.25% $2 million - $5 million: 1.00% $5 million - $10 million: 0.8% $10 million+: Negotiable

Project-based

Retirement plan advisory hourly fees not to exceed $500 per hour.

Subscriptions

Financial planning and consulting subscription fees typically range from $100 to $500 monthly, negotiable.

Other

Account minimum: $10,000 Fee-only: Financial planning and consulting fees typically range from $100 to $500 monthly or a fixed fee of $500 to $50,000, negotiable.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Bridgeport Financial Solutions

2700 N Central Ave, Suite 1200

Phoenix AZ 85004, United States

Number of offices

9

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