JL Bainbridge & Company

www.jlbainbridge.com

JL Bainbridge is a Sarasota-based family wealth management firm that loves helping clients manage and control their financial well-being before and throughout retirement. For 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. As an SEC Registered Financial Advisor, we serve as fiduciaries. In other words, first and foremost, we act in your interest and on your behalf. Our clients are at the center of everything we do, so they know that our core team of advisors and staff will always be here for them. Our only fee is a management fee, and that’s based solely as a percentage of your investments with us. If we help you increase your wealth, we earn more. It’s that simple. By the way, we have no stated minimum investment. That’s right, 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. Our services include: Investing > Portfolio Management > IRA Strategies > Charitable Giving > 401(k) Strategies Planning > Financial Planning > Retirement Planning > Estate Planning > Tax Strategies > Trusts > 529 Education Plans Disclosure: J.L. Bainbridge & Company, Inc. is an independent advisory firm providing investment management services primarily limited to Growth and Income objective on a fee only and a discretionary basis. The firm also provides planning services as part of its investment management program. Registration of an Investment Advisor does not imply any level of skill or training. For more information on our firm and our investment advisor representatives, please review our Form ADV, Privacy Notice, and Form CRS at jlbainbridge.com. Our CRD# is: 108058. Please reference the SEC website for more information on the firm and its advisors: https://adviserinfo.sec.gov/firm/summary/108058

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JL Bainbridge is a Sarasota-based family wealth management firm that loves helping clients manage and control their financial well-being before and throughout retirement. For 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. As an SEC Registered Financial Advisor, we serve as fiduciaries. In other words, first and foremost, we act in your interest and on your behalf. Our clients are at the center of everything we do, so they know that our core team of advisors and staff will always be here for them. Our only fee is a management fee, and that’s based solely as a percentage of your investments with us. If we help you increase your wealth, we earn more. It’s that simple. By the way, we have no stated minimum investment. That’s right, 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. Our services include: Investing > Portfolio Management > IRA Strategies > Charitable Giving > 401(k) Strategies Planning > Financial Planning > Retirement Planning > Estate Planning > Tax Strategies > Trusts > 529 Education Plans Disclosure: J.L. Bainbridge & Company, Inc. is an independent advisory firm providing investment management services primarily limited to Growth and Income objective on a fee only and a discretionary basis. The firm also provides planning services as part of its investment management program. Registration of an Investment Advisor does not imply any level of skill or training. For more information on our firm and our investment advisor representatives, please review our Form ADV, Privacy Notice, and Form CRS at jlbainbridge.com. Our CRD# is: 108058. Please reference the SEC website for more information on the firm and its advisors: https://adviserinfo.sec.gov/firm/summary/108058

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Country

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State

Florida

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City (Headquarters)

Sarasota

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Employees

1-10

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Founded

1981

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Vice President

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  • President

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  • President

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    Phone (***) ****-****

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