Bridgewater Advisory Group offers wealth management solutions through personal contact and discretionary investment management. They work with clients to identify their goals, risk tolerance, and financial situation to create a portfolio strategy, recommending sub-advisory services. Bridgewater also provides financial planning services, either as part of wealth management or as a standalone service, covering areas like asset allocation, education planning, and retirement income planning.
Assets Under Management$46M
Clients68
Advisors2
Avg. per Client$680K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are not negotiable and shall not exceed the fee range stated above. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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