Heather Bridges
Heather Bridges is a registered investment advisor at Thirteen Twenty-Two Advisors, based in Ft. Worth, TX, with 8 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
1200 Summit Ave Ste 502, Ft. Worth, TX, 76102
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
Heather is involved with Thirteen Twenty-Two Advisors, LLC as a DBA for her LPL business, dedicating about a quarter of her time plus additional hours during trading. She also works with HR Bridges Agency, LLC, an insurance agency, spending about a third of her time there.
Employment History
Current Registrations
Thirteen Twenty-Two Advisors
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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