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Bridgit Bennett

27 Years of Experience
Goodlettsville, TN
1 DisclosureBroker

Bridgit Bennett is a registered investment advisor at Edward Jones, based in Goodlettsville, TN, with 27 years of industry experience. Bridgit is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

533 Rivergate Pkwy, Goodlettsville, TN, 37072-2027

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History

Regulatory History (1)
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Customer Dispute
June 2021
Denied
Employment History
Current Registrations
Edward Jones
February 2017 - Present · 9 yrs 8 mos
Edward JonesBroker
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Suntrust Advisory Services, INC.
September 2016 - February 2017 · 5 mos
Suntrust Investment Services, INC.Broker
December 2006 - February 2017 · 10 yrs 2 mos
Suntrust Investment Services, INC.
December 2006 - December 2016 · 10 yrs
U.S. Bancorp Investments, INC.
April 2006 - December 2006 · 8 mos
U.S. Bancorp Investments, INC.Broker
December 2001 - December 2006 · 5 yrs
Firstar Investment Services,inc.Broker
December 2000 - December 2001 · 1 yr
First Union Securities, INC.Broker
October 2000 - December 2000 · 2 mos
First Union Brokerage Services, INC.Broker
September 1999 - October 2000 · 1 yr 1 mo
Invest Financial CorporationBroker
January 1999 - June 1999 · 5 mos
State Registrations15 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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