Strong Bridge Advisors offers investment management and financial planning services tailored to individual client needs. They manage investments in equities, ETFs, mutual funds, and fixed income, primarily focusing on publicly-traded securities. Strong Bridge works with individuals, high net worth individuals, retirement plans, corporations, endowments, and foundations. They provide discretionary investment management and financial planning & investment consulting services.
Assets Under Management$35M
Clients57
Advisors3
Avg. per Client$620K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on factors including size of the investment, complexity of the portfolio, or prior relationship with our Firm. Performance fee is 25% of profits above a 4% hurdle rate for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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