GoalBridge Wealth Management offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment plan and manage the portfolio on an ongoing basis. GoalBridge WM also provides financial planning services covering areas like retirement, college, and estate planning. Investment advice is generally limited to mutual funds, fixed income, insurance products, equities, and ETFs.
Assets Under Management$57M
Clients112
Advisors1
Avg. per Client$510K
Avg. per Advisor$57M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees may be less than 1.00% for accounts over $1,000,001.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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