We offer business insights paired with a solutions-based mindset, rather than limiting ourselves to a mere theoretical legal analysis. Jointly the founding partners have over 45 years of experience at highly respected first tier and magic circle law firms in France, Belgium, and especially in Luxembourg for over 15 years. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.Dupont Partners serve as a critical partner to plan and execute its clients’ strategies and objectives. There are no guarantees that working with an adviser will yield positive returns. Working with an adviser may come with potential downsides such as payment of fees This is not an offer to buy or sell any security or interest. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Not review the ongoing performance of any RIA/IAR, participate in the management of any user’sĪccount by an RIA/IAR or provide advice regarding specific investments Platform based on information gathered from users through our online questionnaire. Investment adviser representatives (“RIA/IARs”) that have elected to participate in our matching Services are limited to referring users to third party registered investment advisers and/or Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, Geography, and willingness to work with a remote advisor).Ĭertified Financial Planner Board of Standards, Inc. The matching tool does not includeĪll available advisors and firms and matches based on specific criteria (investable assets, Match you with the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in No special treatment or consideration in SmartAsset’s profiles. Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data However, fees charged by Abridge Partners, LLC most likely consist of asset-based, hourly and fixed fees. Abridge Partners, LLC offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers.įinancial management fee schedules largely are based on the type of services provided. Of its 554 client accounts, 64% are associated with high-net-worth clients who have at least $1 million in assets. The firm serves three charitable organizations. It controls $314 million in assets under management across its 554 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. It has offices in two locations and a total of six financial advisors. Birgen holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California, Pennsylvania and Texas.Ībridge Partners, LLC is a financial advisory firm operating out of Diamond Bar, California. Over the course of their career, they have held roles at Abridge Partners, LLC, Stanislawski & Harrison Wealth Mgmt, LLC, Birgen Asset Management and Lpl Financial LLC. Birgen currently works for Abridge Partners, LLC. Robert Birgen is a financial advisor based out of Diamond Bar, California, who has been in the financial industry for 21 years.
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