RiskBridge Advisors manages investment portfolios and provides comprehensive wealth management for individuals, families, and institutional clients. RiskBridge Advisors offers investment management, retirement planning, financial planning, tax planning, estate planning, and family office solutions. RiskBridge Advisors tailors portfolios to each client's specific risk tolerance and objectives, utilizing a disciplined risk-first investment framework. The firm serves high-net-worth individuals, family offices, and institutional clients such as non-profits, foundations, and corporations.
Assets Under Management$900M
Clients293
Advisors6
Avg. per Client$3.1M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
Minimum annual fee is the lesser of $25,000 or 1.00% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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