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Ansley Bridges

4 Years of Experience
Dallas, TX

Ansley Bridges is a registered investment advisor at Lexington Hill Partners, LLC, based in Dallas, TX, with 4 years of industry experience. Ansley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 52 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
52 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$170.7M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.75%
$1.0M - $5.0M0.50%
$5.0M - $25.0M0.25%
$25M+0.15%

Fees are negotiable and may vary among clients.

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

5949 Sherry Lane, Suite 1170, Dallas, TX, 75225

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Lexington Hill Partners, LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
The Welch Group, LLC
February 2022 - December 2022 · 10 mos
State Registrations1 state
TX
Advisor

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.
Ansley Bridges - Financial Advisor | TrueAdvisor