Newbridge Wealth Management is an independent registered investment advisor based in Bryn Mawr, Pennsylvania. Newbridge offers two primary services: wealth consulting and portfolio management. Wealth consulting covers comprehensive financial planning, including estate planning, risk management, retirement forecasting, tax planning, business coaching, and real estate coaching. Portfolio management involves designing and monitoring an investment strategy tailored to the client's goals and risk tolerance, typically using conventional mutual funds, exchange-traded funds, and individual securities. Newbridge primarily manages accounts on a discretionary basis, meaning the firm executes trades according to a previously agreed-upon investment policy without needing prior approval for each individual transaction. Newbridge serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, with a particular focus on business owners, corporate executives, and retirees.
Fee Structure
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% |
All fees are negotiable, and minimum asset thresholds may be waived. Fees are generally paid quarterly in advance.