Bridlewood Private Wealth (BPW) provides investment management services, both with and without the firm having the authority to make trades without asking first. BPW also offers financial planning services to investment management clients at no additional cost, covering topics like retirement, cash flow, and estate planning. BPW may use sub-advisors to manage client portfolios.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1000K | 0.70% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable. BPW may also utilize the services of a Sub-Advisor to manage Clients’ investment portfolios. When using Sub-Advisors, the Client will pay additional annual fees that range from 0% to 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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