Bridgewater Asset Management offers investment advice and manages investment portfolios for individuals, high net worth individuals, trusts, estates, charitable organizations, and pension and profit sharing plans. Bridgewater's services include creating tailored investment strategies, financial planning, and pension consulting. Financial planning covers cash flow, risk management, investment, retirement, education, estate, and tax planning.
Assets Under Management$300M
Clients403
Advisors5
Avg. per Client$740K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.80% |
| $8.0M - $16.0M | 0.75% |
| $16M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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