Bridgeway Wealth Management (BWM) provides financial planning, consulting, and investment management services. BWM manages investment portfolios on a discretionary and non-discretionary basis, primarily using stocks, bonds, ETFs, and mutual funds. BWM also selects independent managers to manage portions of client assets. BWM tailors its services to individual client needs and objectives.
Fee Structure
Bridgeway Wealth Management offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter. Clients participating in Raymond James wrap programs will pay fees to Raymond James that encompass fees paid to Bridgeway Wealth Management and Raymond James.