“You are never too old to set another goal or to dream a new dream.”
The Goal: $1 Billion
JL Bainbridge (JLB) is a Sarasota-based family wealth management firm that loves helping clients manage and control their financial well-being before and throughout retirement.
As of December 31, 2021, we managed $950 million in client assets. And as our team of family wealth advisors works toward our next target of $1 billion, we'd like you to consider becoming a client and joining us in this journey. And here's why:
As a fee-only firm, we only earn money through a commission on the client assets we manage. So, a bigger pie (closer to $1 billion) is only possible if we're growing wealth for our clients. (see disclosure)
Of course, we're not just in business to work toward a stretch goal, we're Family Wealth Advisors because we love the experience of helping our clients better control their financial destinies.
About JL Bainbridge
For over 40 years, clients have become friends and friends have become clients. We know they trust how we guide their investments and financial planning and appreciate the sense of financial confidence we give them. Our longstanding promise to clients ensures that they’re at the center of everything we do, so they know that our core team of advisors and staff will always be here for them.
JLB is a fee-only, SEC Registered Investment Advisory firm that does not require a specific minimum investment. We serve clients and their families worldwide.
About JL Bainbridge
We’re not brokers or insurance salespeople, either. As Registered Investment Advisors, we are fiduciaries. By law, this requires us to put clients’ interests first.
JLB is a fee-only, SEC Registered Investment Advisory firm that does not require a specific minimum investment. We serve clients and their families worldwide.
Minimum Investment: None
What’s our minimum investment amount?
There isn’t one.
We’ve been helping clients long enough to see some impressive success stories that started well below today’s common minimum of $1 million, $500,000, or even less. Here’s how we see wealth: If you’re focused enough on your current finances to commit to maintaining and growing your wealth for yourself and your family, we should talk.
So, whether you’re in the Sarasota area (near us) or anywhere else in the world, we look forward to every day of serving you as a client.
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