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The Bridge Financial Advisors
THE BRIDGE FINANCIAL ADVISORS is a state-registered investment adviser. It manages approximately $7 million in assets, $6 million on a discretionary basis.
Overview
THE BRIDGE FINANCIAL ADVISORS is a state-registered investment adviser. It manages approximately $7 million in assets, $6 million on a discretionary basis. The firm has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is the primary regulatory status of The Bridge Financial Advisors?
The firm is registered as an RIA (Registered Investment Advisor) with the SEC or state securities regulators. This registration imposes a fiduciary duty, meaning the firm must act in the best interest of its clients at all times. RIAs are distinct from broker-dealers, which operate under a suitability standard.
How does The Bridge Financial Advisors charge for its services?
As a fee-only RIA, the firm charges a percentage of assets under management (AUM) as its primary compensation. Some RIAs also charge flat fees for financial planning services. The firm does not receive commissions, trailing 12b-1 fees, or other transaction-based compensation.
What is the size of The Bridge Financial Advisors' team?
Publicly available information does not disclose the number of professionals employed by the firm. RIAs can range from solo practitioners to large multi-advisor practices. Without a confirmed source, team size remains unknown.
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