Samuel Bridgers
Samuel Bridgers is a registered investment advisor at Redwood Wealth Management Group, LLC, based in Medford, NJ, with 41 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 430 clients with $280M 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 | 1.50% |
Fees are negotiable and can be higher or lower based on the nature of the account, size of the account, participation in the Wrap program, and complexity of asset structures.
Fee Estimator
Location
400 Stokes Rd, 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
Redwood Wealth Management Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
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.