Bridge Financial Strategies provides investment advisory services, including financial planning, to individuals and high-net-worth individuals. They determine investment goals, time horizons, and risk tolerance to create tailored investment strategies. Financial planning services are included with investment advisory services at two levels: Platinum and Gold, offering varying frequencies of reviews, calls, and planning services. A written report of analysis and recommendations is provided to clients.
Assets Under Management$79M
Clients61
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
This is a blended fee schedule. Accounts within the same household are combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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