Bainbridge Investment Advisors LLC offers ongoing investment management services, primarily focused on domestic large-cap stocks benchmarked against the S&P 500. They also provide investment consulting services, reviewing individual investments or a client's portfolio as a whole. Bainbridge works with individuals and trusts, tailoring services to client needs and restrictions. The firm does not offer financial planning, legal, or accounting services.
Assets Under Management$34M
Clients27
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
Bainbridge Investment Advisors charges an annual fee ranging from 0.95% to 2.75% of your portfolio. The exact fee is negotiated based on the size of your account and the complexity of the services. Fees are billed in advance at the beginning of each quarter.
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