Newbridge Financial Services Group, INC.
Assets Under Management
$813.5M
Number of Clients
2,899
Number of Advisors
71
Average Client AUM
$281K
AUM per Advisor
$11.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
NFSG Corporation provides asset management services on a discretionary and non-discretionary basis, selects third-party asset managers (TPAMs), and offers financial planning. Investment recommendations are tailored to individual client needs based on their objectives, risk tolerance, and financial situation. The firm manages portfolios using equities, ETFs, mutual funds, and fixed income securities.
Fee Structure
NFSG charges an annual asset management fee up to 2% based on assets under management, billed monthly in arrears. A minimum annual charge of $250 may be imposed. The firm requires a minimum account size of $25,000, but may allow accounts to be aggregated for fee calculations and to meet the minimum. Financial planning and consulting fees are determined based on the nature and complexity of the services, typically charged as an hourly, one-time flat, or annual flat fee. NFSG does not directly charge clients for referrals to TPAMs; instead, they receive a portion of the fees charged by the TPAMs.
Areas of Practice
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432