SafeBridge LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Safebridge primarily serves individuals and families who are approaching or already in retirement, providing ongoing retirement-focused financial planning and discretionary investment management. Services emphasize retirement income planning, tax-aware advice, and—for eligible clients—individual income tax preparation as part of the advisory relationship.
The firm’s investment approach centers on long-term, retirement-oriented portfolio construction using low-cost broad-market index ETFs and high-quality fixed income, and it frequently constructs targeted “income ladders” with defined-maturity bond ETFs to provide cash flows in specific years. Safebridge does not typically add new individual stock or corporate bond positions and usually implements multi-year, tax-sensitive plans to simplify or unwind concentrated holdings.
Safebridge manages roughly $205 million in client assets, resulting in an unusually high assets‑under‑management per advisor for a firm of its support size, and it is compensated through fixed advisory fees rather than a percentage-of-AUM fee schedule. The firm reports no commissions or 12b‑1 fees from fund companies, integrates tax planning and optional tax‑return preparation into its service offering, and limits recommendations to a narrow set of fund and cash instruments.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Minimum fee: Initial planning and set-up fee of $2,500; Advisory Service fee of $7,500 per year ($1,875 per quarter) Fee-only: Fees are fixed fees only; no commissions or performance-based fees
Main office
Denver NC
Advisors at this office
1
Most active in
North Carolina · Virginia
Also doing business as
Safebridge · Safebridge LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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