Bridget Harkins is a CFP-designated registered investment advisor at Wheels Up Wealth, INC., based in Benicia, CA, with 12 years of industry experience. Bridget operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 114 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
For clients with assets under management ranging from $0-$1,000,000, we charge a flat fee of $10,000 per year. For fees on assets over $1,000,000, the fees are negotiable.
Fee Estimator
Contact
Bridget Harkins
Location
Benicia, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wheels Up Wealth, INC.
Previous Registrations
Dfa Securities LLCBroker
State Registrations2 states
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