Three Bridge Wealth Advisors
Assets Under Management
$817.8M
Number of Clients
71
Number of Advisors
2
Average Client AUM
$11.5M
AUM per Advisor
$408.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Three Bridge Wealth Advisors offers wealth management with continuous account supervision and financial planning services to individuals, families, and businesses. They may utilize Independent Money Managers. Financial planning may include investment, retirement, estate, tax, education, and insurance planning. They do not offer Wrap Fee Programs.
Fee Structure
Wealth management fees are capped at 1.00% annually, but the firm usually requires a minimum annual fee of $25,000. Clients with less than $2,500,000 in AUM may exceed the typical maximum fee of 1% when the minimum account fee is applied. Fees are negotiable. Financial planning and consulting services are charged hourly ($350-$500) or flat fee ($2,500-$50,000). A retainer of 50% is required for financial planning.
Areas of Practice
Location
240 Third Street, Suite 110, Los Altos, CA, 94022