Closing the Gaps in Your Financial Plan.
We work together on a continual basis, with a focus on tax efficiency, big + small life shifts, and crafting the retirement you hope for.
Our Continual Relationship Includes:
Year-Round
Planning
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Initial Onboarding + System Setup
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Regular Adjustments + Updates
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Powerful Tools and Systems for Tracking and Modeling
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Advisor-Led Plan Implementation
Continual Investment Management
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Advisor-Managed Accounts, Rebalancing, Trades, and Reporting
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Tax Harvesting (as appropriate)
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Allocation and Portfolio Setup According to Plan and Goal Needs
Most Popular:
Ongoing Planning +
Investment Management
Plus:
Other Ways to Work Together:
Ongoing Planning
(self-managed investments)
Project-Based Planning
(short-term)
Curious how it is to work together?
Here's a sneak peek:
Step One
Getting Acquainted
We'll meet and have a no-obligation chat to learn about your goals, share more about our approach, and see if we're a good fit.
Step Two
Our Proposal
We'll gather key details from you about your financial picture. Then, we'll prepare a proposal with clear steps and an investment approach.
We'll also get you onboarded into our software systems.
Step Three
Plan Development
We'll analyze everything and determine a best course of action. We'll also run through in-depth scenarios in line with your goals and priorities.
Then, we'll present a comprehensive plan, along with our immediate and longer term action steps.
Step Four
Implementation
We'll start putting your plan into action. This means coordinating with other professionals, account setup, and working together on progress items.
After that?
We'll Update + Adapt.
Life doesn't stand still, so your plan shouldn't either. We'll shift to regular check-ins and continually update the plan as needed.
1-2 Annual Meetings
Advisor-Managed Investments
Advisor-Managed Plan Implementation
Reach Us Anytime
What Can You Ask Us About?
Holistic, Goal-Based Planning
Aligning your finances with what matters most to you
Retirement
Planning
Aligning your finances with what matters most to you
Investment
Management
Aligning your finances with what matters most to you
Tax
Planning
Aligning your finances with what matters most to you
Estate
Planning
Preserving your legacy for the next generation
Insurance
Planning
Protecting what you’ve worked so hard to build
Education
Planning
Aligning your finances with what matters most to you
Education
Planning
Aligning your finances with what matters most to you
Finance tends to touch every aspect of life. We'll discuss a wide range of topics, determined by your priorities and areas we identify as important for you.
Let's close the gaps in your financial plan.
Our Fees
Our fees are generally complexity-based, and adapt to each situation.
We'll provide you with an accurate quote after an initial consultation.
Planning Fees
Ongoing Planning
(not including Investment Management)
Fees typically fall in a range of $2250 – $3000 per quarter, and are set on an annualized basis.
Project-Based Planning
(Short Term Engagement)
This engagement starts at a fixed rate of $5000, and can range upwards depending on scope and complexity.
Investment Management Fees
Fees are based on total volume of assets managed and fall within industry standards:
Should you choose Addax Bridge?
We think so, if you care about:
An advisor that [still] loves doing this work
Easy to use tools for tracking and viewing your accounts
Having a reliable go-to for questions, situations, and urgent financial matters
Fee-Only Financial Planning + Investment Management •