J.L. Bainbridge & Company, Inc. offers investment management services to individuals, high-net-worth individuals, pension plans, and 401(k)s. The firm primarily uses conservative growth strategies in established domestic companies and fixed income programs. JLB also provides access to Medicare insurance analytics through Move Health Partners. Financial planning is included as part of the overall services without additional fees. The firm also offers access to a professional network designed to support the financial needs of influencers.
Assets Under Management$1.4B
Clients839
Advisors6
Avg. per Client$1.6M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fixed income securities have an annual flat fee of 0.45%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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