Kingsbridge Wealth Management (KWM) offers investment management through separately managed accounts, creating portfolios based on client goals and risk tolerance. KWM also provides financial planning services covering areas like retirement, estate, and education planning. KWM emphasizes client contact and interaction. Clients may invest a portion of their account in privately offered pooled investment vehicles managed by an affiliated investment advisory firm of KWM.
Assets Under Management$380M
Clients51
Advisors5
Avg. per Client$7.5M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25M+ | 0.65% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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