Long Bridge Capital Management (LBCM) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. LBCM creates an Investment Policy Statement for each client, outlining their current situation. LBCM generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and non-U.S. securities. LBCM requires authority to make trades without asking first.
Assets Under Management$40M
Clients129
Advisors4
Avg. per Client$310K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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