Addax Bridge Financial is a fee-only registered investment advisor. They offer investment management services, creating and managing portfolios based on a client's individual needs and goals. They also offer financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered on an ongoing or project basis.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable.