Bridger Financial Services offers investment management and financial planning services. Investment management is offered through direct asset management or through sub-advisors. Financial planning covers wills, estate plans, investments, taxes, retirement income, and college planning. Seminars and workshops are also offered to educate the public.
Assets Under Management$40M
Clients182
Advisors1
Avg. per Client$220K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees are negotiable based on various criteria. Total fees charged to clients by the firm and third-party manager will not exceed 3% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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