Black Bridge Advisors offers investment management and financial planning services. For investment management, they create tailored strategies based on your goals and risk tolerance, monitoring and rebalancing your portfolio as needed. Financial planning services cover a range of topics, from broad financial management to specific areas of concern. They use financial planning software to analyze your situation and develop a written plan to help you achieve your financial goals.
Assets Under Management$18M
Clients31
Advisors1
Avg. per Client$590K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
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 - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
This is a blended fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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