Bridge Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $350 and $500.”

Flat or project fee

$1,000⁠-⁠$3,000

“The negotiated fixed rate for creating client financial plans is between $1,000 and $3,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bridge Capital Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of BCML's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Bridge Capital Management’s fees compare

• Its hourly rate of $350-$500 is above the New York median of $300. 77% of the 301 other New York planners that publish an hourly rate charge less.
• 12 of the 14 other planners in Brooklyn that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$3,000 is below the New York median of $4,500. 23% of the 251 other New York planners that publish a flat or project fee charge less.
• 3 of the 9 other planners in Brooklyn that publish a flat or project fee charge less.

About Bridge Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326946

Phone

(347) 821-9783

Other planners in Brooklyn that publish fees

• AffluenceBrooklyn$350⁠-⁠$550/mo
• Boerum Hill Financial Advisors LLCBrooklyn$175⁠-⁠$300/hr
• Brooklyn Fi, LLCBrooklyn$500⁠-⁠$2,000/mo, $6,000⁠-⁠$24,000/yr
• Canny Capital Management, LLCBrooklyn$99/hr
• Civitas Management LLCBrooklyn$1,000⁠-⁠$10,000, $250⁠-⁠$2,500/mo
• Cobblestone Wealth AdvisorsBrooklyn$500/hr

Compare all 31 planners in Brooklyn