Bridgeview Capital Advisors offers investment advice and financial planning to individuals and businesses. Investment advice is non-discretionary, meaning clients make the final decisions. Financial planning covers financial statement preparation, investment planning, and education planning. Services are tailored to each client's needs.
Assets Under Management$90M
Clients159
Advisors2
Avg. per Client$570K
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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