Bridgford Wealth Advisory offers wealth management services, including investment advice and financial planning, to individuals, high net worth individuals, trusts, and estates. Bridgford creates customized portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks, bonds, or options. Financial planning covers investment, retirement, personal savings, and education savings.
Fee Structure
Bridgford Wealth Advisory's wealth management fees include both investment management and financial planning services. The fees are based on the value of your portfolio and range up to 1% annually, paid quarterly in advance. The fee depends on the complexity of services, the amount you invest, and the overall relationship with Bridgford. Fees may be negotiable.