WealthBridge Capital Management provides comprehensive wealth management services, which include discretionary investment management and personalized financial planning. WealthBridge Capital Management helps clients with retirement planning, personal savings, education savings, insurance needs, and charitable giving. The firm primarily constructs investment portfolios using low-cost exchange-traded funds and mutual funds, while also offering automated investment programs through Charles Schwab and utilizing independent managers when appropriate. Additionally, WealthBridge Capital Management operates a specialty service under the name Novel Divorce Financial Solutions, providing divorce financial analysis to individuals and couples navigating divorce proceedings. The firm generally requires a minimum household relationship size of $500,000, though smaller accounts may be accepted at its discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable at the sole discretion of the Advisor. Aggregate assets under management with the firm are taken into consideration.