Newbridge Financial Services Group, INC.

Assets Under Management

$813.5M

Number of Clients

2,899

Number of Advisors

71

Average Client AUM

$281K

AUM per Advisor

$11.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

NFSG Corporation is an SEC-registered investment adviser offering asset management services on a discretionary or non-discretionary basis, selection of third-party asset managers (TPAMs), and financial planning. Investment recommendations are tailored to individual client needs and objectives. The firm may recommend equities, ETFs, mutual funds, fixed income securities, and other investments. NFSG also acts as a promoter for certain TPAMs.

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Location

1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432

71 Advisors at this firm

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Newbridge Financial Services Group, Inc. | TrueAdvisor