Bridge the Gap Retirement Planners (BTGRP) manages investment portfolios and offers financial planning services. They create personalized investment plans based on your goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning services include ongoing comprehensive planning and hourly project-based planning, covering areas like retirement, taxes, estate, and insurance. BTGRP operates as a wrap fee program, meaning brokerage costs are included in their advisory fee.
Assets Under Management$41M
Clients29
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees are negotiable. The advisory fee is a blended fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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