BridgeWise Wealth Management provides tailored financial advice to meet individual client needs. Services include financial planning covering retirement, cash flow, estate, and education planning. They also offer investment management services, including setting up accounts and ongoing portfolio supervision. BridgeWise may use Third-Party Investment Advisors. Consulting services are also available for held-away assets.
Assets Under Management$36M
Clients115
Advisors1
Avg. per Client$310K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$250K
Minimum Annual Fee:$1,000
BridgeWise Wealth Management offers two investment management programs:
- BridgeWise Wrap Fee Program: This program has a single, negotiable fee that does not exceed 2.48%. This fee covers advisory services, retirement planning, financial planning, trading fees, investment management oversight, administrative and custodial services, and Third Party Investment Advisor services when necessary.
- Non-Wrap/Third Party Manager Program: This program has a separate charge for the advisory relationship, the custodian, Third Party Investment Advisor, trade fees, retirement planning, financial planning, and other costs charged separately to the client directly, with a total fee not exceeding 1.48%.
Unwrapped client accounts will also be assessed a technology fee of $50 per account per quarter. The firm sets a minimum fee of $1,000 per quarter, which may be waived.
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