Bridge Generations Wealth Management Fees & Minimum

Overview

Headquarters: South Miami, FL
Total Firm Assets: $289 million
Average High-Net-Worth Client Portfolio Size: $3.7 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: BRIDGE GENERATIONS WEALTH MANAGEMENT BROCHURE (2025-09-16) · View brochure text
Latest filing: BRIDGE GENERATIONS WEALTH MANAGEMENT BROCHURE (2026-03-16) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$750,000	1.20%
$750,001	$1,000,000	1.10%
$1,000,001	$2,125,000	1.00%
$2,125,001	$5,000,000	0.80%
$5,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,750	1.18%
$5 million	$46,000	0.92%
$10 million	$83,500	0.84%
$50 million	$383,500	0.77%
$100 million	$758,500	0.76%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 91.59%
Number of High-Net-Worth Clients: 71
Total Client Accounts: 496
Discretionary Accounts: 496

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 331683

BRIDGE GENERATIONS WEALTH MANAGEMENT BROCHURE (2026-03-16) · View brochure text
BRIDGE GENERATIONS WEALTH MANAGEMENT BROCHURE (2025-09-16) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Bridge Generations Wealth Management