Tower Bridge Advisors offers personalized investment management services to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. They manage both separately managed accounts and private funds. Tower Bridge's services are based on a careful analysis of a client’s financial situation and investment goals. They invest primarily in stocks and bonds. They also offer non-discretionary investment management services and limited financial planning as an ancillary offering.
Assets Under Management$1.5B
Clients807
Advisors6
Avg. per Client$1.9M
Avg. per Advisor$250M
www.towerbridgeadvisors.com ·www.linkedin.com/company/tower-bridge-advisors ·www.youtube.com/@towerbridgeadv
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.45% |
Minimum annual fee is $5,000 and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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