Bam Credit And Insurance Solutions Advisor LLC

CRD#312792
Investment Advisor Firm

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Learn more about Bam Credit And Insurance Solutions Advisor LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations

    • Overview

    Bam Credit And Insurance Solutions Advisor LLC is located at Brookfield Place, New York, NY. The firm employs 1,027 financial advisors to manage client portfolios and provide financial guidance. Bam Credit And Insurance Solutions Advisor LLC is not a registered broker-dealer.

    The firm oversees $92.2 billion in assets under management across 27 accounts, with 6 discretionary accounts and 21 non-discretionary accounts. Services offered include portfolio management for institutional clients and the selection of other advisers. The firm maintains affiliations with broker-dealers or securities dealers, banking or thrift institutions, trust companies, insurance companies or agencies, real estate brokers or dealers, and commodity pool advisors. The fee structure is asset-based. Bam Credit And Insurance Solutions Advisor LLC serves banking institutions, pooled investment vehicles, insurance companies, and corporations, with insurance companies representing the largest client type by accounts.

    Assets Under Management

    $92.2 billion

    Number of Advisors

    1,027

    Disclosures

    No

    Office Location

    Brookfield Place
    New York, NY 10281

    Bam Credit And Insurance Solutions Advisor LLC by the Numbers

    Total Assets Under Management

    $92.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    1,027

    National Average: 64
    Total Number of Accounts

    27

    National Average: 375,227
    Average Account Size

    $3.4 billion

    National Average: $23.0 thousand
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    Products and Services

    Services that Bam Credit And Insurance Solutions Advisor LLC provides can include portfolio management for institutional clients and selection of other advisers. However, the firm did not provide any of its customers with financial planning services in the prior financial year. Bam Credit And Insurance Solutions Advisor LLC is not involved in selling products or offering services other than investment advisory services to its investment advisory accounts. The firm also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, real estate broker or dealer, and commodity pool advisor.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

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      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial management fees usually are based on the type of services offered. However, fees billed by Bam Credit And Insurance Solutions Advisor LLC typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm. Bam Credit And Insurance Solutions Advisor LLC has the ability to withdraw its charges directly from customer accounts.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm provides services to banking institutions, pooled investment vehicles, insurance companies, and corporations. Out of its 27 clients, Bam Credit And Insurance Solutions Advisor LLC's biggest client type by number of accounts is insurance companies. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Bam Credit And Insurance Solutions Advisor LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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