Bridgewealth Advisory Group manages assets for various clients, tailoring their approach to individual risk tolerance and financial goals. They offer a Comprehensive Portfolio Management Wrap Program, as well as standalone financial planning and retirement plan consulting. As a fiduciary, Bridgewealth is legally required to act in the client's best interest, maintaining open communication and educating clients about their process.
Assets Under Management$740M
Clients1,899
Advisors5
Avg. per Client$390K
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Bridgewealth Advisory Group offers investment management through a wrap fee program. Financial planning is included with the wrap account program and is not charged separately.
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