TriBridge Partners Financial offers financial planning, investment management, and retirement plan consulting. Financial planning involves gathering information about a client's financial situation and goals to create a formal financial plan. Investment management is generally provided on a discretionary basis, with TriBridge monitoring accounts and making necessary changes. TriBridge also offers third-party manager programs. The firm may also refer clients to other specialists like accountants or attorneys.
Fee Structure
TriBridge Partners Financial generally charges between 0% and 2.00% annually based on the value of your investments. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees are negotiable. The advisory fee is paid quarterly, in advance. Clients may pay more or less than fees they may pay another advisor for the same services and may in fact pay lower fees for comparable services from other sources.