Maximilian Cavallo

Northbridge Wealth Management charges fees for managing investment portfolios based on a percentage of the value of your portfolio, or through fixed flat fees. Specific fee percentages and payment schedules are negotiated directly with you and outlined in your advisory agreement prior to starting any work. Fees are typically paid either in advance or after the fact, depending on what is agreed upon. These investment management fees do not cover third-party costs such as custodial fees, brokerage commissions, or transaction fees, which you must pay separately.