Bridges Capital offers investment advice to individuals, businesses, and trusts. Bridges Capital's services include investment policy statements, asset allocation studies, and performance reports. Bridges Capital may invest client assets in the Bridges Capital Tactical Equity ETF, where Bridges Capital serves as a sub-advisor. Bridges Capital also has a service agreement with Turner Financial Group, Inc. to enhance their business.
Assets Under Management$250M
Clients69
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The value of the Bridges Capital Tactical Equity ETF shares held in a client account will generally be excluded when computing the advisory fee. Fees and minimums are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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