Bridgeway Capital Management, LLC

Fee-Only (% of Portfolio)

Bridgeway Capital Management offers investment strategies to institutions, registered investment companies, exchange traded funds, high net worth individuals, pension and profit sharing plans, corporations, trusts, estates, charitable organizations, collective investment trusts, private funds, and government entities. Bridgeway uses a statistical, evidence-based approach to money management across a range of equity categories. With some exceptions, Bridgeway considers environmental, social, and governance information when available.

Assets Under Management$4B
Clients34
Advisors4
Avg. per Client$120M
Avg. per Advisor$1B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Minimum Annual Fee:$75,000

Bridgeway charges a fee based on a percentage of the value of your investments or a combination of asset-based and performance-based fees. The fees are negotiable under certain circumstances, such as the size and complexity of the account. You will also incur separate custody fees and brokerage and transaction costs. If your account holds mutual funds or ETFs for which Bridgeway acts as an advisor, those assets are not subject to the standard advisory fee but will incur fund expenses and fees.

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Location

4 Advisors at this firm

Bridgeway Capital Management, LLC | TrueAdvisor