Bridges Investment Management (BIM) offers investment management services, starting with an initial meeting to determine your investment goals, risk tolerance, and financial situation. BIM then drafts an investment policy statement to guide the management of your portfolio. BIM monitors investments and makes tactical adjustments as needed, meeting with you periodically to review the investment policy statement and discuss progress toward your investment objectives. BIM also provides financial planning, pension consulting, advisor selection, securities research, and educational workshop services.
Assets Under Management$10B
Clients1,801
Advisors32
Avg. per Client$5.8M
Avg. per Advisor$320M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Fees are negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
32 Advisors at this firm
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