Natural Bridges Financial Advisors offers financial planning and investment advice. They specialize in tax, estate planning, risk management, retirement planning, and business development needs. They are legally required to act in your best interest and do not receive commissions from third parties. They may recommend a sub-advisor to manage a portion of your assets.
Assets Under Management$160M
Clients80
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$52M
Fee Structure
Natural Bridges Financial Advisors offers comprehensive financial planning for a fixed annual fee ranging from $12,000 to $50,000, payable quarterly. This includes scheduled meetings and consultations throughout the year covering various financial topics.
Annual Retainer:$12,000 - $50,000/year
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