LincolnBridge Financial Planning offers asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting services. They also provide retirement plan consulting to employer plan sponsors. As a fiduciary, LincolnBridge Financial Planning aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon.
Assets Under Management$55M
Clients248
Advisors3
Avg. per Client$220K
Avg. per Advisor$18M
www.lincolnbridgefp.com ·www.facebook.com/people/lincolnbridge-financial... ·www.linkedin.com/company/lincolnbridge-financia...
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for asset management and comprehensive portfolio management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...