Bridge Financial Management (BCC) offers investment management services, either directly managing accounts or referring clients to third-party managers. BCC also provides financial planning services covering retirement, risk management, investments, insurance, college savings, cash flow, debt management, work benefits, business planning, and estate planning. BCC uses a top-down approach to investment management, evaluating global economies and capital markets.
Assets Under Management$64M
Clients185
Advisors3
Avg. per Client$340K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fee schedule is for accounts managed through SEI Investments Company. Accounts managed through American Funds Service Company (AFS) are charged 0.75% annually. Fees are negotiable. SEI and AFS may also charge sub-advisory fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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