SafeBridge LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$205,281,096
Clients
88
99% high-net-worth
Advisors
1
of 1 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
88
HighAverage account size
$2,332,740
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
Financial planning
Portfolio management
Expertise
Retirement income strategy
Income planning
Roth conversion strategy
Tax-loss harvesting
General tax planning
Occupation focus
Retired
Demographic focus
Approaching retirement
Retired
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 location
SafeBridge LLC
Denver NC, United States
Number of offices
1
Most active in
SafeBridge LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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