Blackridge Asset Management, LLC

Blackridge Asset Management LLC, located in Jupiter, FL, is an SEC-registered investment advisory firm that also offers brokerage services through Peak Brokerage Services LLC. The firm specializes in providing personalized financial planning, asset management, and consulting services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. They offer services such as cash flow management, retirement planning, investment planning, education funding, and estate planning. As registered investment advisors, they adhere to fiduciary standards, prioritizing clients' interests above their own. Clients can expect to pay fees for advisory services in the form of fixed dollar fees for financial planning or a percentage of assets under management. Brokerage services are commission-based, with compensation determined by the product provider. The firm discloses potential conflicts of interest, such as receiving incentives from account custodians and soft dollars from custodians for placing assets with them. Advisors may also receive commissions for the sale of securities products through brokerage services. Blackridge Asset Management emphasizes its fiduciary obligation to act in clients' best interests and discloses any legal or disciplinary history of its financial professionals. Clients are encouraged to review the firm's Form ADV Part 2A Disclosure Document for additional information and can contact the firm for a complete copy of the document or to address any concerns.