Bridget Borel
Advisor at Clairwell Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Clairwell Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Clairwell Financial Planning LLC
Location
Annapolis, MD
Credentials
CFP®
Industry experience
3 years
I provide divorce planning, ongoing financial planning, and investment management. While my specialty is women going through divorce or other major life transitions, as a woman in a male-dominated industry, and as a female firm-owner in an even more male-predominant group, I want to make sure everyone who has felt excluded from the table is included and welcomed to grow their wealth and their lives.
I primarily work virtually from my home in Annapolis. I have three children who astound me every single day. My fun time is spent with them and with friends, getting curious about the world – cooking, discovering new cities, playing on the water and in the woods, volunteering, seeking out live music, and getting to early morning CrossFit workouts.
I founded Clairwell to provide a space for women and those who love them to grow and embrace their wealth and the lives they can build for themselves. Let's simplify wealth management and build something beautiful.
1% for $500,000-$2,000,000
The fee is based on a percentage of assets under management and is negotiable. The annualized fees for investment management services are based on the following fee schedule: Assets Under Management Annual Advisory Fee $0 - $500,000 1.50% $500,000 - $2,000,000 1.00% $2,000,000 - $5,000,000 0.75% $5,000,000 and Above 0.50% The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s). The advisory fee is a straight tier. For example, for assets under management of $750,000 a Client would pay 1.00%. The quarterly fee is determined by the following calculation: (($750,000 x 1.00%) ÷ 4 = $1,875.
Clairwell Financial Planning LLC
2023 - Present (3 years)
RCS Financial Planning, LLC
2022 - 2023 (1 year)
NASEM
2019 - 2022 (3 years)
Capital Financial Partners (Mass Mutual)
2016 - 2019 (3 years)
Unemployed
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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