Ethan Bridgewater
Ethan Bridgewater is a CFP, ChFC-designated registered investment advisor at Bridgewater Advisory Group LLC, based in Crystal City, MO, with 11 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 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
Contact
Ethan Bridgewater
Location
6 Waggener Industrial Court, Crystal City, MO, 63019
Get directionsHistory
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
Ethan is involved with Bridgewater & Associates LLC, a CPA firm, and spends a few hours per week on tax preparation. He also serves as a board member for Mercy Jefferson Health Foundation and Twin City Chamber of Commerce, and owns Bridgewater Drive LLC for commercial real estate, dedicating minimal time to each. Ethan also recommends insurance products, spending minimal time on this activity.
Employment History
Current Registrations
Bridgewater Advisory Group LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations1 state
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