How does the advisor help clients – Key Takeaways:
THREE BRIDGE WEALTH ADVISORS is a financial advisory firm that provides comprehensive wealth management services to individuals and families. Their team of experienced professionals offers personalized strategies and guidance to help clients achieve their financial goals and secure their financial future.
Facts and Insights
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 12 | 21 years |
With over $1.2 billion in AUM, THREE BRIDGE WEALTH ADVISORS has established itself as a reputable and successful wealth management firm. Their team of 12 advisors brings a wealth of knowledge and expertise to their clients, and the firm itself has been in business for 21 years.
Financial Services Offered
THREE BRIDGE WEALTH ADVISORS offers a wide range of financial services to help clients manage and grow their wealth. These services include:
- Financial planning
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- Insurance planning
By offering a comprehensive suite of services, THREE BRIDGE WEALTH ADVISORS can address all aspects of their clients’ financial needs and goals.
Client Types
THREE BRIDGE WEALTH ADVISORS works with a wide range of clients, including individuals, families, and small business owners. They also have expertise in working with high-net-worth individuals and can tailor their services to meet the unique needs and goals of each individual client.
Fees & Compensation
THREE BRIDGE WEALTH ADVISORS charges clients a fee based on a percentage of their AUM. This fee structure ensures that the firm’s interests are aligned with their clients’ and that they are motivated to help their clients’ portfolios grow. However, the firm also offers a flat-fee option for clients with lower AUMs, providing flexibility and transparency in their pricing.
Background
THREE BRIDGE WEALTH ADVISORS was founded in 2000 and is headquartered in Menlo Park, California. The firm is owned and operated by its founders, who are experienced financial advisors with a proven track record of success. The firm has built a strong reputation over the years, thanks to its personalized approach and commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, THREE BRIDGE WEALTH ADVISORS adheres to a strict code of ethics and has a fiduciary duty to act in the best interests of its clients. The firm has a clean disciplinary record and has not been subject to any legal or regulatory actions that would affect its ability to serve clients.