Bridge to Wealth, operating as Tooth and Coin Wealth, manages investment portfolios based on individual client needs and goals. They also offer project-based financial planning on topics like retirement, risk management, and college savings. Additionally, they provide ongoing comprehensive financial planning for a fixed monthly fee, which includes plan development, implementation, and monitoring.
Assets Under Management$22M
Clients54
Advisors1
Avg. per Client$410K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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