Bridge Generations Wealth Management offers wealth management services that combine investment management with financial planning and consulting. They work with clients to identify their values and goals, analyze their current financial situation, and develop a customized wealth management plan. They primarily recommend passively managed mutual funds and manage assets on a discretionary basis. They also offer guidance on protecting and transferring wealth, as well as charitable giving.
Assets Under Management$290M
Clients155
Advisors5
Avg. per Client$1.9M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.1M | 1.00% |
| $2.1M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable and may vary based on several factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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