Bridget Wiltse is a registered investment advisor at Petros Family Wealth, LLC, based in Bloomington, MN, with 41 years of industry experience. Bridget operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 533 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.40% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be based on cumulative household assets under management. For investment and portfolio management services Petros provides to certain clients or for specific client holdings (e.g., held-away assets, 529 plans, etc.), we may negotiate a fee rate that differs from our standard fee.
Fee Estimator
Location
8500 Normandale Lake Blvd, Suite 850, Bloomington, MN, 55437
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bridget works as a financial advisor for Petros Family Wealth LLC, a fee-only RIA, providing investment management and advice. This is a full-time commitment, including time during trading hours.
Employment History
Current Registrations
Petros Family Wealth, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.