Kingsbridge Advisors refers clients to third-party asset managers. Kingsbridge gathers information about your financial situation and objectives, then recommends a specific manager. Kingsbridge monitors the manager's performance and reviews your financial situation periodically. Kingsbridge also offers pension consulting services to employee benefit plans, including plan reviews and asset allocation consulting. Kingsbridge shares in the advisory fee you pay to the third-party manager.
Assets Under ManagementN/A
Clients47
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Annual Retainer:$2,500 - $250,000/year
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