Bridgebay Financial is an investment consulting firm that provides services to institutional clients such as corporations, retirement plans, foundations, and non-profit organizations. Bridgebay offers advice on retirement plan services, institutional investment consulting, and treasury management. Bridgebay does not manage client assets or hold custody of them.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.10% |
| $100M+ | 0.10% |
The annual asset-based fee rate is 0.10% on the first $100 million and negotiable thereafter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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