RB
RB

Raymond Bridges

14 Years of Experience
Fort Lauderdale, FL

Raymond Bridges is a registered investment advisor at Bridges Capital LLC, based in Fort Lauderdale, FL, with 14 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 69 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
69 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$251.6M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The value of the Bridges Capital Tactical Equity ETF shares held in a client account will generally be excluded when computing the advisory fee. Fees and minimums are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3328 NE 32nd St, Fort Lauderdale, FL, 33308

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Raymond is the owner of a tax preparation and advice business since 2019. He spends about 10-20% of his time on this activity, providing recommendations to clients as needed.

Employment History
Current Registrations
Bridges Capital LLC
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2012 - May 2018 · 5 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2012 - May 2018 · 5 yrs 8 mos
Northwestern Mutual Investment Services,llc
August 2011 - August 2012 · 1 yr
Northwestern Mutual Investment Services, LLCBroker
August 2011 - August 2012 · 1 yr
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Raymond Bridges - Financial Advisor | TrueAdvisor