How does Bridgeport charge its clients for its investment counselling services?
Bridgeport charges its clients a base fee equal to a percentage of the value of the portfolio managed. This percentage is less than that charged by most mutual fund managers. In addition to the base fee, Bridgeport charges clients a fee which is based on annual returns achieved in excess of a predetermined benchmark. We believe this two tiered fee structure more closely aligns Bridgeport’s interests with its clients as compared to many higher base fee structures which are often charged by investment managers regardless of actual investment performance.
