Newbridge Financial Services Group, Inc.

Newbridge Financial Services Group, Inc. is an SEC-registered investment adviser offering a Wrap Fee program that includes portfolio management, custodial services, and transaction costs for a single fee. The firm provides discretionary or non-discretionary investment advice tailored to clients' financial situations and goals. Clients' portfolios are diversified with various securities based on individual objectives and risk tolerance. The firm may recommend third-party asset managers for certain services. NFSG charges an annual fee of up to 2.0% based on assets under management, with a minimum annual charge of $250 and a minimum account size of $25,000. Clients can choose between discretionary and non-discretionary portfolio management. NFSG utilizes cyclical, fundamental, and technical analysis in its investment strategies, including short-term investing, asset allocation, and long-term investing. The firm emphasizes the importance of understanding risks associated with investments and provides ongoing portfolio reviews. Clients are responsible for voting proxies, and the firm does not receive compensation for client referrals. NFSG has a Code of Ethics to ensure client interests are prioritized, and it does not have any financial commitments impairing its ability to meet obligations.