Brücke Financial offers portfolio management services tailored to individual client goals and risk tolerance. They create investment policy statements and may use subadvisors. Financial planning services cover investment planning, insurance, tax, retirement, college, and debt/credit planning. They also offer pension consulting services to employee benefit plans.
Assets Under Management$200M
Clients729
Advisors5
Avg. per Client$280K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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