Firm
Greenbridge Investment Management
Lake Oswego, Oregon
Fee-only
Greenbridge Investment Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 2 employees and 16 individual clients, 7 of them high net worth.
- Its average account is about $2.4 million (assets it manages divided by its 21 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Lake Oswego, Oregon |
|---|---|
| Website | greenbridgeinvestment.com |
| [email protected] | |
| Phone | (503) 505-9699 |
Greenbridge Investment Management fees
Greenbridge Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $50 million |
| Individual clients | 9 |
| High-net-worth clients | 7 |
| Accounts managed | 21 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 27, 2026 |
| SEC record | CRD 283473 |