Bridgewater Advisors is a registered investment advisor based in New York City that has been managing wealth since 1992. Bridgewater Advisors focuses on personalized investment management, carefully designing asset allocations across traditional and alternative investments to match each client's specific financial goals, timeline, and comfort with risk. The investment process emphasizes thoughtful asset allocation, tax management, and keeping expenses low. In addition to managing portfolios, Bridgewater Advisors offers financial planning consulting covering retirement, estate planning, and insurance, as well as optional tax preparation services for separate fees. Portfolios are managed on a discretionary basis, meaning Bridgewater Advisors makes trades on your behalf without needing approval for each individual transaction.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees are negotiable for accounts larger than $20 million. Reduced fees may apply for family members, friends of firm associates, and non-profit organizations.
