Northbridge Wealth Management is a registered investment advisor founded in 2025 and based in Teaneck, New Jersey. The firm provides ongoing portfolio management and financial planning services tailored to each client's specific financial situation, goals, risk tolerance, and time horizon. Northbridge Wealth Management focuses on serving individuals and high-net-worth individuals, utilizing long-term investing strategies, asset allocation, and investments in exchange-traded funds, equities, and other marketable securities. The firm operates with a commitment to acting in its clients' best interests and does not accept commissions for selling securities or investment products.
Fee Structure
Northbridge Wealth Management charges fees for managing investment portfolios based on a percentage of the value of your portfolio, or through fixed flat fees. Specific fee percentages and payment schedules are negotiated directly with you and outlined in your advisory agreement prior to starting any work. Fees are typically paid either in advance or after the fact, depending on what is agreed upon. These investment management fees do not cover third-party costs such as custodial fees, brokerage commissions, or transaction fees, which you must pay separately.