The Bridge Financial Advisors offers investment and financial advice to individuals, retirement plans, trusts, estates, and businesses. Investment advice covers various securities. Financial advice includes help with savings goals, retirement planning, debt management, college savings, and insurance needs. The firm is owned and managed by Todd Henning.
Assets Under Management$6.6M
Clients10
Advisors1
Avg. per Client$660K
Avg. per Advisor$6.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.50% |
Fees are negotiable for accounts over $1,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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