Icebridge Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$70,000,000
Clients
18
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
LowAverage account size
$3,888,889
About
IceBridge Financial Group operates as a small independent registered investment adviser serving high‑net‑worth individuals and families, as well as corporations and institutional clients, through tailored private wealth management, comprehensive financial planning, and family‑office style consulting. The firm manages a limited client roster and discloses higher account minimums for international clients and the ability to address multi‑jurisdictional planning needs.
The firm typically provides discretionary portfolio management that can combine in‑house model portfolios, third‑party Independent Managers, and ongoing financial planning; standalone planning and consulting engagements are also offered. IceBridge may recommend participation in wrap‑fee programs sponsored by third parties (the brochure cites Schwab Advisor Services and Adhesion Wealth Advisor Solutions) and uses a broad set of instruments — including mutual funds, ETFs (including digital‑asset exposures via ETFs), options, leveraged/inverse ETPs, and privately offered securities — when appropriate to clients’ objectives.
Noteworthy differences from many peers include the firm’s disclosed practice of compensating third‑party solicitors and using endorsements or testimonials consistent with SEC Rule 206(4)‑1, and a materially international client orientation (with a stated higher minimum for non‑U.S. clients). The brochure also describes an affiliated consulting business providing divorce, business valuation/exit planning, and family office services, plus associated persons’ insurance and broker‑dealer registrations, all of which create referral and dual‑registration arrangements the firm discloses and manages.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Occupation focus
Executive
Founder/Business Owner
Fee options
One-time financial planning and consulting engagements with fixed fees ranging from $3,500 to $20,000
$0+: Typically ranging from 0.25% to 2.00% annually; fees usually charged on a flat tier basis across entire account value $0+: Custom fees may apply based on asset class or investment strategy; specific fees negotiated individually
Certain associated persons licensed to sell insurance and securities products may receive commissions and fees from those sales, which are separate from advisory fees
Hourly fees up to $500 per hour for financial planning and consulting services
Account minimum: $1,000,000 for domestic clients; $3,000,000 for international clients (may be waived at firm's discretion) Fee-only: Annual fixed fees for financial planning and consulting services ranging from $3,500 to $20,000 per year; hourly fees up to $500/hour also offered
Main office location
Icebridge Financial Group
433 Plaza Real, Suite 275
Boca Raton FL 33432, United States
Number of offices
1
Most active in
Icebridge Financial Group has reported serving >5 clients in these states in the last 12 months.
Florida
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.
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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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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