Jefferson Bridge Capital provides investment advice and wealth management to endowments, foundations, institutions, and individuals. They offer separately managed accounts investing in index funds, ETFs, actively managed funds, and individual stocks and bonds. Jefferson Bridge also offers financial planning on a case-by-case basis, tailoring investment strategies to each client's needs.
Assets Under Management$150M
Clients27
Advisors3
Avg. per Client$5.4M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The investment management fee schedule ranges from 0.35% to 1.00% of the market value of the account, depending upon the assets under management and investment mandate for that individual client. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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