Samuel Bridgers
Samuel Bridgers is a registered investment advisor at Almanack Investment Partners, based in Medford, NJ, with 42 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 426 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees generally range from 0.05% to 2.50% annually based on a percentage of assets under management. Fees are negotiable based on client complexity, volume of assets, and other factors.
Fee Estimator
Location
400 Stokes Road, Medford, NJ, 08055
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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 ActivitiesSells Insurance
Samuel is a managing partner at Redwood Wealth Management Group, an RIA, dedicating full-time hours to this role. He also places term insurance life policies for clients through PKS Investments, spending minimal time on this activity, and owns CCDJ LLC, which owns the building Redwood occupies.
Employment History
Current Registrations
Almanack Investment Partners
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Redwood Wealth Management Group, LLC
Lane Hipple Schill - Wealth Management Group
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Wachovia Securities Financial Network, LLCBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Philadelphia Investors, LTD.Broker
First of Philadelphia Investment Group, INC.Broker
Hess, Grant & Company, INC.Broker
First Jersey Securities, INC.Broker
State Registrations6 states
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.
Exams
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