Bridgehaven Capital Management LLC fees
Financial planner in Excelsior, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Bridgehaven Capital Management LLC (Excelsior, MN) charges a flat or project fee of up to $5,000 for financial planning.
- Website: bridgehavencapital.com (opens in new tab)
- Call (612) 600-5089
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change.
- Flat or project fee
- Up to $5,000
Capped at $5,000, at or below the Minnesota median of $5,250.
“Financial Planning Services are offered based on a fixed fee up to $5,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2020 (6 years)
How Bridgehaven Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Fees for financial plans are due upon delivery of the completed plan.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 23, 2026
- CRD number
- 306031 (opens in new tab)
- Phone
- (612) 600-5089
Other planners in Excelsior that publish fees
- Modus Advisors, LLCExcelsiorHourly up to $300/hr, Flat $1,000-$10,000
More planners in Minnesota that publish fees
- GEN Financial Management Inc.PlymouthFlat $1,500-$15,000
- PlanWell Financial Guidance, LLCBlooming PrairieHourly $190/hr, Monthly $30-$120/mo
- Superior Financial, LLCRochesterMonthly $300/mo
- 7th St. FinancialChaskaHourly $200/hr
- Pulse Financial PlanningOronocoAnnual $5,000/yr
- Panoramic Financial ManagementBurnsvilleHourly $200/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.