Greenbridge Investment Management offers investment advice and creates financial plans for clients. They work with clients to understand their goals, risk tolerance, and objectives to create a suitable portfolio. Greenbridge may use individual stocks, bonds, exchange traded funds, and mutual funds. They also offer financial planning services covering investment planning, retirement planning, estate planning, and more.
Assets Under Management$46M
Clients18
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...