Newbridge Wealth Management's Form ADV discloses 1.25% on the first $500,000, 1.25% on the next $500,000, 1.00% on the next $1.5 million, 0.75% on the next $2 million, 0.55% on the next $1 million, 0.45% on the next $1.5 million, 0.35% on the next $3 million, and negotiable rates above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #169239), Newbridge Wealth Management is subject to fiduciary duty under federal law.
Newbridge Wealth Management is headquartered in BRYN MAWR, PA.
Newbridge Wealth Management serves 135 high-net-worth clients according to their SEC filing dated February 4, 2026. View client details ↓
According to their SEC Form ADV, Newbridge Wealth Management offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Newbridge Wealth Management manages $220 million in client assets according to their SEC filing dated February 4, 2026.
According to their SEC Form ADV, Newbridge Wealth Management serves high-net-worth individuals. View client details ↓