Bridgehaven Capital Management offers investment management services where they make investment decisions for you based on your goals and risk tolerance. They also offer financial planning services covering retirement, education, legacy, insurance, investment, budget, tax, major purchases, divorce, debt management, business exit, and cash flow. You are not obligated to act on their recommendations or execute transactions through them.
Assets Under Management$2M
Clients8
Advisors1
Avg. per Client$250K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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