Terrence Bridgewater
Terrence Bridgewater is a registered investment advisor at Bridgewater Advisory Group LLC, based in Crystal City, MO, with 25 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 68 clients with $46M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are not negotiable and shall not exceed the fee range stated above. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
6 Waggener Industrial Court, Crystal City, MO, 63019
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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
Terrence owns a CPA firm, Bridgewater & Associates LLC, dedicating full-time hours to business consulting, accounting, and tax services. He also manages several real estate properties and serves as a bank board member, dedicating minimal time to each.
Employment History
Current Registrations
Bridgewater Advisory Group LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations2 states
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