Assets Under Management
$599.0M
Number of Clients
425
Number of Advisors
4
Average Client AUM
$1.4M
AUM per Advisor
$149.8M
Compensation
Fee-Only (AUM)
WealthBridge Capital offers wealth management services, including discretionary investment management and comprehensive financial planning. They customize investment solutions, primarily using low-cost ETFs and mutual funds, and may utilize independent managers. They serve as a fiduciary to clients.
| Assets Under Management | 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 may be negotiable at the sole discretion of the Advisor.
550 Polaris Parkway, Suite 560, Westerville, OH, 43082