Three Bridge Wealth Advisors provides wealth management services, including regular account supervision and investment recommendations. They also offer financial planning and consulting services to individuals and families, covering areas like retirement, estate, tax, and education planning. Financial planning may be included for wealth management clients. They may also work with Independent Money Managers.
Assets Under Management$820M
Clients71
Advisors2
Avg. per Client$12M
Avg. per Advisor$410M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Minimum Annual Fee:$25,000
Three Bridge Wealth Advisors charges a maximum annual fee of 1.00% of your portfolio. However, they require a minimum annual fee of $25,000. If your portfolio is less than $2,500,000, you may exceed the typical maximum fee of 1% due to the minimum fee. Fees are negotiable and deducted from your managed account quarterly.
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