Bridges Investment Management Review


Trust Score 80%
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Bridges Investment Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 8 advisors. Bridges Investment Management manages $3 billion and provides investment advisory services for 2,600 clients (1:325 advisor/client ratio).

Bridges Investment Management requires a $0 minimum investment and charges a blended rate 1.00% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm services over 1,000 clients

Considerations


  • There is only one licensed advisor for every 325 clients (industry average 1:50)
  • Firm has been federally registered for only 19 years
  • Communications sent to the firm’s website are not secure and encrypted

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $1,331,634
Hybrid Advisor No
Disciplinary History No
Total AUM $3 billion
Advisor / Client Ratio 1:325
Headquarters 1125 S 103 ST, Ste 580 Omaha, NE 68124
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $10,000,000 1.00%
$10,000,001 to $20,000,000 0.85%
$20,000,001 to $50,000,000 0.70%
$50,000,001 to $100,000,000 0.60%
$100,000,001 to $500,000,000 0.50%
$500,000,001+ Negotiable


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