TenBridge Partners offers financial planning and investment advisory services to individuals. Their services include goal analysis, portfolio management, budgeting, estate consultation, insurance reviews, and basic tax planning. They manage client assets through model portfolios, unaffiliated money managers, and alternative investments. Clients can choose discretionary asset management, financial planning only, or subscription models.
Assets Under Management$100M
Clients367
Advisors4
Avg. per Client$280K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fees are negotiable based upon the scope of service and the asset size of the relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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