Bledsoe Asset Management, LLC

Bledsoe Asset Management, LLC, established in April 2000 and registered with the SEC in April 2021, specializes in providing investment advisory and financial planning services to the Public Safety community. Their services include Asset Management, Financial Benefit Analysis, Financial Planning, Education Planning, Retirement Planning, and Consulting Services. Clients receive a free initial meeting to discuss services and fees, followed by a fact-finding session to determine suitable investment recommendations based on financial information and risk tolerance. Bledsoe offers four strategic model portfolios that can be customized to meet individual client needs. The firm exercises investment discretion, managing accounts based on market conditions and client-specific goals. Clients may impose restrictions on investments or opt for non-discretionary management. Fees are based on a percentage of assets under management, with a maximum annual fee of 1.20%. The firm does not charge performance-based fees or engage in side-by-side management. Bledsoe does not have physical custody of client funds but may deduct advisory fees directly from client accounts with written authorization. Clients receive regular account statements and have the option to set parameters for account management. The firm does not vote client securities and does not compensate for client referrals. Additionally, Bledsoe has a stable financial condition and no reportable disciplinary information.