Bridge Financial Planning provides investment advice and financial planning services tailored to individual client needs. They help clients establish financial goals, create investment plans, and manage portfolios. Services include retirement planning, risk management, college savings, and tax planning. Bridge Financial Planning may also select other investment advisors to manage client accounts.
Assets Under Management$100M
Clients95
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$50M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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