Bridge Financial Strategies offers discretionary investment management combined with comprehensive financial planning services for individuals and high-net-worth clients. Founded in 2009 and based in Scottsdale, Arizona, the firm uses Modern Portfolio Theory and the Efficient Market Hypothesis to build diversified portfolios tailored to each client's goals and risk tolerance. Investment advisory clients automatically receive a suite of ongoing financial planning services, which includes regular review meetings, tax planning and preparation, tax-loss harvesting, insurance reviews, estate plan reviews, and education planning. The firm also offers separate tax planning, tax preparation, and divorce financial analysis through affiliated business names. Bridge Financial Strategies operates on a fee-only structure based on a percentage of assets managed, with a minimum annual fee and household minimums.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are billed quarterly in advance. There is a minimum annual fee of $10,000. Accounts within the same household are combined.