Wealthbridge Capital Management, LLC
Assets Under Management
$599.0M
Number of Clients
425
Number of Advisors
4
Average Client AUM
$1.4M
AUM per Advisor
$149.8M
Compensation
Fee-Only (AUM)
About This Firm
WealthBridge Capital Management provides wealth management services, including discretionary investment management and comprehensive financial planning. They create customized investment solutions using low-cost ETFs and mutual funds, and may utilize individual stocks and bonds. They also offer access to automated investment programs and independent managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Wealth management fees are based on a percentage of your assets under management, billed quarterly in advance. For 403(b) plans, a flat fee of 0.50% of AUM is charged. Fees may be negotiable at the Advisor's discretion. Educational seminars range up to $149 per individual. WealthBridge Capital generally requires a minimum household relationship size of $500,000, but may accept clients with smaller amounts at their discretion.
Areas of Practice
Location
550 Polaris Parkway, Suite 560, Westerville, OH, 43082