Sarasota, United States
JL Bainbridge & Company is a Sarasota-based fee-only financial advisory RIA — a family wealth management firm with flexible minimums that offers personalized service. With 42 years of experience, the firm has built strong relationships with clients, emphasizing trust in guiding investments and financial planning. Acting as fiduciaries, the team puts clients at the center of everything they do, offering a sense of financial confidence and committed support.
The firm's fee structure includes a management fee based solely as a percentage of clients' investments, aligning the firm's success with the clients'. Notably, there is no stated minimum investment, showing a commitment to serving a wide range of clients who are focused on maintaining and growing their wealth.
Services offered by JL Bainbridge & Company encompass investing and planning, including portfolio management, IRA strategies, charitable giving, financial planning, retirement planning, estate planning, tax strategies, trusts, and 529 education plans. The firm's independent advisory status and registration as an Investment Advisor underscore its commitment to delivering quality, fee-only, and discretionary investment management services.
For additional information, potential clients are directed to review the firm's Form ADV, Privacy Notice, and Form CRS at jlbainbridge.com. The company's CRD# is: 108058. Interested parties can also reference the SEC website for further details on the firm and its advisors: adviserinfo.sec.gov.
