Stamford Bridge Wealth Management is a registered investment advisor founded in 2022 and owned by Shad Thomas, located in East Grand Rapids, Michigan. The firm offers discretionary portfolio management tailored to individual goals, time horizons, and risk tolerance. As part of its investment services, Stamford Bridge Wealth Management can also create comprehensive financial plans covering investments, taxes, retirement income, insurance, college planning, budgeting, and debt management at no additional cost. The investment approach relies on fundamental analysis and long-term strategies, while maintaining a legal obligation to act in clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Related client accounts may be grouped to determine fees. Financial planning is included at no additional cost.