Firm Info
Firm Size
Services Offered
- Financial Planning
- Portfolio Management for Individuals & Small Businesses
- Pension Consulting Services
- Selection of Others Advisors
Types of Clients
- Individuals (Not High Net Worth)
-
Individuals High Net Worth
*>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth
Available Fee Structures
- Percentage of Assets Under Management (AUM)
Wealthbridge Capital Management, LLC Overview
Wealthbridge Capital Management, LLC is an investment advisory firm that specializes in providing investment advice only. Established in 2018, the firm has since been committed to delivering financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisors. The firm's headquarters are located in Westerville, OH, where its team of seasoned investment professionals work closely with clients to provide personalized financial solutions. One of the unique advantages of Wealthbridge Capital Management is that it operates on a fee-only basis. This means that the firm doesn't receive any commissions from investment product providers or sell any investment products. Instead, clients pay a fixed fee for the services that they receive, ensuring that the firm takes only the best action for the client's financial goals. At Wealthbridge Capital Management, LLC, the focus is on providing value to clients and helping them achieve their financial objectives. With a team of professional registered investment advisory specialists, the firm develops tailor-made financial plans and strategies that fit each client's unique situation, providing expert guidance, top-class portfolio management, and proactive wealth management solutions. Delivering personalized services to help clients navigate complex financial landscapes is at the core of everything Wealthbridge Capital Management does.
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC caters to a diverse range of clients. Their services are suitable for individuals and high net worth individuals with varying investment objectives and risk tolerance. The firm tailors their investment solutions to the client's needs, encompassing asset allocation, portfolio construction, and management. They offer comprehensive investment management services, as well as financial planning services, including retirement planning, estate planning, and tax planning. The firm's team of financial advisors has extensive experience in serving clients from different industries, backgrounds, and asset levels. Their investment philosophy focuses on diversification, risk management, and long-term value creation. WEALTHBRIDGE CAPITAL MANAGEMENT, LLC offers fee structures, which vary based on the services provided. One of the fee structures available to clients is a percentage of assets under management (AUM). This model is commonly used for investment management services. It means that clients pay an annual fee based on the value of their portfolio. The fee structure is designed to incentivize firms to grow the client's portfolio size and provide consistent performance under current market conditions. The firm aims to provide transparent and competitive fee structures, and they are committed to delivering value to their clients. Additionally, WEALTHBRIDGE CAPITAL MANAGEMENT, LLC may have other fee structures depending on the service provided and negotiated with the client. The firm is committed to working with clients to ensure they are comfortable with the fee structure offered and understands the costs involved in the services delivered.
Typical Clients, Fee Structures & Investment Minimum
According to WealthBridge Capital Management LLC's Part 2 Brochure, there is no specific mention of an investment minimum. Therefore, it is unclear what the investment minimum is for this firm.
How This Office Can Help Westerville, OH Residents
Northwestern Mutual is dedicated to providing comprehensive financial planning services to clients in Albert Lea, MN. Whether someone is just starting their career, raising a family, or planning for retirement, they can count on Northwestern Mutual for personalized advice and guidance. Some unique financial situations that someone living in Albert Lea, MN might be facing include the COVID-19 pandemic's economic impact, the fluctuating agricultural industry, and changing industries with rising technology. Northwestern Mutual can assist clients to navigate these uncertainties and plan for their financial futures by helping them create a budget, invest in the right opportunities, and evaluate their insurance needs. With Northwestern Mutual, clients in Albert Lea, MN can be confident about preparing a stable future for their families, no matter what challenges may arise.
Services Offered by Wealthbridge Capital Management, LLC
Core Advisor Services
Financial Planning
Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.
Portfolio Management for Individuals & Small Businesses
Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.
Market Timing Services
Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.
Other Services
Selection of Other Advisors
The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.
Publication of Periodicals or Newsletters
The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.
Educational Seminars & Workshops
The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.
Fee Structures
Financial advisory fees usually are based on the services provided. Fee types charged by Wealthbridge Capital Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
Percentage of Assets Under Management (AUM)
This fee structure charges a percentage of the assets under management by the firm. Fee structures are often tiered based on the amount of assets managed, with higher AUM often charged a lower rate.
Between 0.50% and 2.00% of assets under management (annually), often lower for a robo advisor. Fees are typically charged quarterly by the firm and will show on your investment statement. View typical advisor costs here.
~96% of registered firms offer this fee structure.
If you have $1 million managed by a firm at a 1% management fee, you would be charged $10,000/year to manage your assets (or $2,500 per quarter). This would be automatically deducted from your investment portfolio.
Unavailable
Hourly
Similar to an attorney, a financial consultant might charge fees based on hourly rates. This fee structure can be advantageous when seeking specific or ad hoc advice.
Charges generally span from $150 to $400 per hour, depending on the extent of the services required.
~33% of registered firms offer this fee structure.
If you needed hourly consulting to sell a business or transfer your estate to your children but did not want your assets managed by a firm, you could consult a firm at an hourly rate to answer any questions you may have.
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Fixed fees are a one-time, lump-sum payment rendered for a specific service, such as creating a financial plan without ongoing management or implementation. This option is beneficial if you solely require guidance for a particular objective rather than a long-term consultancy or asset management.
Fixed fees for creating a financial plan often range from $1,000 to $3,000.
~49% of registered firms offer this fee structure.
If you did not want a firm to manage your assets but needed to create a retirement plan, life transition plan such as divorce or loss of a spouse, estate transition plan, business financial plan, or any other financial planning, you could consult with an RIA firm to help you with the creation of that plan.
Commissions
Occasionally, advisors are compensated through commissions by selling certain financial products, such as mutual funds or life insurance policies, or as a broker-dealer by facilitating the buying and selling of securities. Advisors who receive commissions may be incentivized to make specific suggestions to clients in order to secure a commission. Advisors who operate on a fee-only basis do not earn commissions, whereas fee-based advisors may do so.
Often 3% - 6% of the value of the security.
Only ~3% of registered firms say they offer this fee structure, but other advisors may receive “soft dollars”. Many mutual funds charge 12b-1 fees to cover the promoting and selling of the fund’s shares. While your advisor does not charge these fees, they may receive a kickback for recommending the investment.
An advisor selling their client on a life insurance policy and receiving a commission on the sale of that policy, or recommending a specific investment and receiving a kickback for that recommendation.
Performance-based Fees
Advisors typically obtain performance-based fees if a portfolio surpasses a predefined benchmark. This fee is determined through various methods, but is most commonly assessed as a percentage of investment gains. Performance-based fees may incentivize advisors to undertake riskier decisions in pursuit of generating higher returns.
“Two and Twenty” is common among hedge funds with a 2% management fee and a 20% incentive fee above the “hurdle rate,” or performance threshold the fund is compared against.
32% of registered firms offer this fee structure.
A hedge fund earns a 15% return with a 20% performance fee in above the performance of the S&P 500, which grew 7% that same year.
20% of fund growth in excess of S&P 500’s 7% growth for that year = 15% hedge fund growth - 7% S&P 500 growth = 8% difference x 20% = 2% performance fee (in addition to the management fee).
Other
Firms occasionally offer unconventional fee structures when charging clients. For more detailed information about a firm’s specific fee structures, please refer to their Form ADV and Part 2 Brochure.
Types of Clients
*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.
This Office Location
Other Office Locations
This firm has no other locations.
State Registrations
Wealthbridge Capital Management, LLC is registered to service clients in the following states:
- California
- Colorado
- Florida
- Georgia
- Louisiana
- Michigan
- Nebraska
- New York
- Ohio
- Pennsylvania
- Texas
Disciplinary History
Wealthbridge Capital Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.