Bridges Investment Management INC
Assets Under Management
$10.4B
Number of Clients
1,801
Number of Advisors
29
Average Client AUM
$5.8M
AUM per Advisor
$357.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bridges Investment Management, Inc. (BIM) offers investment management services, crafting investment policy statements based on client goals, risk tolerance, and tax situations. They monitor investments, make tactical adjustments, and review client objectives periodically. BIM also provides financial planning, pension consulting, and educational workshop services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
This is a blended fee schedule.
Fee Estimator
BIM is primarily compensated with fees based on the assets managed by the firm. The standard fee schedule is negotiable based on factors like the complexity of the investment plan and security holdings. The firm does not require a minimum account size. Fees are collected monthly or quarterly based on the account value. Clients will also incur charges imposed by custodians, brokers, and third-party investment managers.
Areas of Practice
Location
13333 California St, Suite 500, Omaha, NE, 68154