Kingsbridge Wealth Management

Kingsbridge Wealth Management at a glance

• One of 56 fee-only firms based in Nevada in the Wellspent graph.
• 5 advisors are listed here.
• Its Form ADV reports 8 employees and 50 individual clients, 45 of them high net worth.
• Its average account is about $9.0 million (assets it manages divided by its 52 accounts).

Fee-only advisors in Nevada · What fee-only advisors charge in Nevada

Facts

Kingsbridge Wealth Management fees

Kingsbridge Wealth 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

Advisors at this firm (5)

• David Dunn

• Evelyn Foo

• Kerri Dunn

• Martin Orton

• Michael Immerman

Other fee-only firms in Las Vegas

• Oceanair Wealth
• Pandora Wealth
• Prakash Investment Advisors
• Rader Wealth Management
• RightWise Wealth
• Strategic Portfolio Advisors
• The Investment Counsel Company of Nevada
• Ulta Wealth Management

Fee-only advisors in Nevada