Greenbridge Investment Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“Fees for financial planning services are based on a rate of $175 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“In certain cases, we may offer projects for a fixed fee, which are typically from $1,000 to $5,000, depending on the level, depth and complexity of service.”

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

How Greenbridge Investment Management, LLC bills

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

• “In certain circumstances, fees may be negotiable.”
• “When required by regulatory authorities, we will send copies of the invoice directly to the client as well.”
• “Greenbridge fees are paid quarterly in advance, with payment due within 10 days from the date of the invoice.”

How Greenbridge Investment Management, LLC’s fees compare

• Its hourly rate of $175 is below the Oregon median of $250. 11% of the 123 other Oregon planners that publish an hourly rate charge less.
• None of the 11 other planners in Lake Oswego that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Oregon median of $4,000. 30% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 4 of the 10 other planners in Lake Oswego that publish a flat or project fee charge less.

About Greenbridge Investment Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

0.8% a year

Clients

16

Employees

2

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$49,934,465

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283473

Website

greenbridgeinvestment.com (opens in new tab)

Phone

(503) 505-9699

Other planners in Lake Oswego that publish fees

• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Cascara Financial Planning LLCLake Oswego$275/hr, $1,500
• Cedar Mountain Advisors, LLCLake Oswego$300/hr, $500/yr
• Foster & Wood, Inc.Lake Oswego$4,000⁠-⁠$100,000
• Handy & Company Financial Advisors, Inc.Lake Oswego$250/hr, $1,500⁠-⁠$5,000

Compare all 26 planners in Lake Oswego