Bridge Generations Wealth Management
DBA: Bridge Generations Wealth Management Llc
5966 SOUTH DIXIE HIGHWAY, South Miami, Florida 33143
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
agreement: - Fixed rate wealth management fee that ranges up to 1.2% per year, depending on the type and complexity of the investment management strategy employed, the services required, and the size of the account or overall client relationship. - Non-tiered, wealth mana
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.