Bridge Financial Strategies includes investment advisory services and financial planning services. Our fee for services included is based on the total assets under management as follows:
| Assets Under Management | Annual Fee |
|---|---|
| $0 – $500,000 | 1.50% |
| The next $500,001 – $1,000,000 | 1.25% |
| The next $1,000,001 – $3,000,000 | 1.00% |
| The next $3,000,001 – $5,000,000 | 0.85% |
| Amounts over $5,000,000 | 0.75% |
There is a minimum annual fee for each level of assets under management as follows:
$3,750 (assets under management of $250,000 – $500,000)
$7,500 (assets under management of $500,001 – $1,000,000)
$13,750 (assets under management greater than $1,000,000)
At the beginning of our relationship there will be a one-time fee of $3,500.
