RiskBridge Advisors offers investment advice and implementation to institutions, outsourced chief investment officer (OCIO) solutions, and private wealth management. For individuals, RiskBridge provides financial planning and investment advice, managing investments on a discretionary basis. RiskBridge does not receive commissions and may refer clients to unaffiliated insurance providers.
Assets Under Management$830M
Clients202
Advisors9
Avg. per Client$4.1M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$10M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10M+ | 0.65% |
Fees are subject to negotiation. For relationships where RiskBridge is hired only for cash management or performance reporting services, the maximum current applicable fee rate is 0.10% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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