Bridgelane Financial provides investment management services, managing individually tailored investment portfolios based on clients' goals and objectives. They also offer ongoing financial planning for a monthly fee, helping clients develop, monitor, and update their plans. Additionally, they provide hourly project-based financial planning on topics like retirement, risk management, and college savings. Bridgelane Financial also offers employee benefit plan services to employer plan sponsors.
Assets Under Management$2.3M
Clients5
Advisors1
Avg. per Client$470K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. Total annual advisory fees charged to the client will not exceed 3% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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