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Bridge THE GAP Retirement Planners

Headquartered in SIMI VALLEY, CA

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Firm Information

Bridge THE GAP Retirement Planners is an independent financial advisory firm based in Wisconsin, dedicated to helping individuals and families reach their retirement goals. They offer a range of services including financial planning, portfolio management, and wrap fee programs. Their team of experienced advisors is committed to providing personalized advice and guidance to help clients make informed decisions about their financial future. The firm manages $23,868,579 in assets, primarily for high-net-worth individuals, with 13 clients accounting for $17,433,403 in assets. They also serve individuals other than high-net-worth clients, with 11 clients totaling $6,435,176 in assets.

Bridge THE GAP Retirement Planners

$23.87M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

BRIDGE THE GAP RETIREMENT PLANNERS has a total of 2 branch locations across the country.
location

SIMI VALLEY, CA

location

PHOENIX, AZ

Advisors at Bridge THE GAP Retirement Planners

View All 1 Advisors
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Bryan Scott Curry

CFP®, RA

SIMI VALLEY, CA

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Unclaimed
Andrew Thomas Gerhartz

CFP®, RA

SIMI VALLEY, CA

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Disclosures

There are no public disclosures for Bridge THE GAP Retirement Planners.

Frequently Asked Questions (6)

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