Joseph Griffard
Joseph Griffard is a CFP-designated registered investment advisor at Bridgewater Asset Management LLC, based in Ballwin, MO, with 34 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 403 clients with $300M 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 - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.80% |
| $8.0M - $16.0M | 0.75% |
| $16M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Location
15480 Clayton Road, Ste. 300, Ballwin, MO, 63011
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Joseph operates Bridgewater Asset Management LLC as a DBA for his LPL business and as a registered investment advisor, dedicating nearly full-time hours to these activities. He also works as a non-variable insurance agent, spending a few hours per week on this.
Employment History
Current Registrations
Bridgewater Asset Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 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.