WealthBridge Capital Management provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. They create customized investment strategies using low-cost exchange-traded funds or mutual funds, and may also use individual stocks and bonds. WealthBridge Capital may recommend unaffiliated investment managers. They also host educational seminars on topics like budgeting and retirement savings.
Assets Under Management$710M
Clients457
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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