SevenBridge Financial Group offers wealth management services, including financial planning and investment management, to individuals, high net worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. SevenBridge develops customized investment strategies and manages client portfolios on a discretionary basis. They also offer retirement plan advisory and business consulting services.
Assets Under Management$730M
Clients401
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$240M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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