How does the advisor help clients – Key Takeaways:
Bridgeway Capital Management, LLC is a financial advisory firm that provides expert guidance and support to its clients. With a team of seasoned professionals and a wealth of knowledge and experience, they offer a range of services to help clients achieve their financial goals.
Facts and Insights
Bridgeway Capital Management, LLC was founded in 1993 and is headquartered in Houston, Texas. They have over $9.7 billion in assets under management and a team of 16 advisors dedicated to providing exceptional service to their clients.
| Year Founded | Headquarters | Assets Under Management | Number of Advisors |
|---|---|---|---|
| 1993 | Houston, Texas | $9.7 billion | 16 |
Financial Services Offered
Bridgeway Capital Management, LLC offers a range of financial services to help clients with their investment and financial planning needs. These services include portfolio management, financial planning, tax planning, retirement planning, and more.
Client Types
Bridgeway Capital Management, LLC serves a diverse range of clients, including individuals, high net-worth individuals, families, businesses, and institutions. They tailor their services to meet the unique needs and goals of each client, providing personalized solutions and strategies.
Fees & Compensation
Bridgeway Capital Management, LLC charges a fee based on a percentage of assets under management. This fee structure aligns their interests with their clients’ interests, as their compensation is directly tied to the performance of their clients’ portfolios. They do not receive any commissions or compensation from third parties for recommending specific investments, ensuring their advice is unbiased.
Background
Bridgeway Capital Management, LLC was founded by John Montgomery, a seasoned financial expert with over 30 years of experience in the industry. With a strong belief in giving back, the firm donates 50% of its profits to non-profit organizations, making a positive impact on the community.
Financial Advisor Disclosures to Know
Bridgeway Capital Management, LLC has an excellent track record and has no regulatory disclosures or legal actions against them. This reflects their commitment to operating with the highest level of integrity and complying with all industry regulations and standards.