Bridgewater Advisors Inc. provides investment advice and manages portfolios for individuals and institutions. They begin by understanding your needs and risk tolerance. They formulate an asset allocation strategy and manage accounts on a discretionary basis. They also offer financial planning and wealth management advice on topics like estate planning, retirement, and insurance at no additional fee. Bridgewater may recommend unaffiliated private investment funds to qualified clients.
Assets Under Management$2.1B
Clients553
Advisors14
Avg. per Client$3.9M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees negotiable for accounts larger than $20 million.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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