Newbridge Wealth Management offers wealth consulting and portfolio management services. Wealth consulting includes financial planning, business coaching, and real estate coaching. Portfolio management involves creating and monitoring an investment plan based on the client's objectives and risk tolerance. Newbridge typically manages client portfolios on a discretionary basis, meaning they can make trades without prior approval.
Assets Under Management$220M
Clients154
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.5M | 0.75% |
| $4.5M - $5.5M | 0.55% |
| $5.5M - $7.0M | 0.45% |
| $7.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees are negotiable, especially for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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