Stamford Bridge Wealth Management offers investment management services to clients, creating investment strategies based on their goals, risk tolerance, and time horizon. Stamford may also provide a financial plan covering investments, taxes, retirement, and other areas at no additional cost. Clients can restrict investments in certain securities. Stamford does not use wrap fee programs.
Assets Under Management$19M
Clients29
Advisors1
Avg. per Client$670K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
This is a tiered/blended fee schedule. Stamford may group certain related Client accounts for the purposes of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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