Bridge The Gap Retirement Planners

Overview

Bridge The Gap Retirement Planners is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its compensation models include a percentage-of-assets fee, hourly charges and fixed-fee arrangements. FINTRX flags the firm as not an active ESG investor and does not list it as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices