Michael Bridgford
Michael Bridgford is a registered investment advisor at Bridgford Wealth Advisory, LLC, based in Rock Island, IL, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bridgford Wealth Advisory's wealth management fees include both investment management and financial planning services. The fees are based on the value of your portfolio and range up to 1% annually, paid quarterly in advance. The fee depends on the complexity of services, the amount you invest, and the overall relationship with Bridgford. Fees may be negotiable.
Location
1800 3rd Ave., Suite 411, Rock Island, IL, 61201
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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.
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Michael is a consultant for Michael Bridgford Consulting since May 2022. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Bridgford Wealth Advisory, LLC
State Registrations1 state
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.