Covered Bridge Financial (CBF) offers investment advice to individuals, high net worth individuals, and trusts. CBF creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), individual stocks and bonds. CBF also offers financial planning and consulting services on an hourly or fixed-fee basis. CBF may recommend independent managers for a portion of a client's portfolio.
Fee Structure
Covered Bridge Financial's investment advisory fees range from 0.40% to 0.90% per year, based on the complexity of services, the amount of assets managed, and the overall relationship. Clients below the firm's minimum relationship size will be charged a fixed fee of $750 per quarter. Certain accounts may be charged fees greater than 0.90% per year based on complex situations. CBF may implement a portion of a client's portfolio utilizing one or more independent managers. The total blended fee will not exceed 1.25% annually.