Bridgeworks Asset Management offers investment advice tailored to your needs. They provide both discretionary and non-discretionary portfolio management services. They will meet with you to determine your investment objectives and risk tolerance. They also offer financial planning and consulting services, including asset allocation, retirement planning, and estate planning. Clients who engage Bridgeworks for portfolio management may receive complimentary financial planning.
Assets Under Management$9.5M
Clients49
Advisors1
Avg. per Client$190K
Avg. per Advisor$9.5M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 1.75% |
| $75K - $150K | 1.50% |
| $150K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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