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Who is BRIDGFORD WEALTH ADVISORY, LLC?
BRIDGFORD WEALTH ADVISORY, LLC is an experienced wealth management firm that specializes in providing financial advice and services to clients. The firm is committed to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning.
How does the advisor help clients – Key Takeaways:
- Creates customized investment strategies based on individual client needs and goals
- Offers comprehensive financial planning services to help clients reach their financial objectives
- Utilizes a team approach, with advisors specializing in different areas to provide well-rounded advice
- Provides ongoing support and monitoring of client portfolios to ensure they are on track to reach their goals
Facts and Insights
Here are some key numbers and insights about BRIDGFORD WEALTH ADVISORY, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 10 years |
Financial Services Offered
BRIDGFORD WEALTH ADVISORY, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
BRIDGFORD WEALTH ADVISORY, LLC serves a variety of clients, including individuals, families, and small business owners. They work with clients of all ages and at different stages of their financial journey.
Fees & Compensation
BRIDGFORD WEALTH ADVISORY, LLC operates on a fee-only structure, meaning they do not earn commissions for selling products or services. This ensures that their advice is always in the best interest of their clients and avoids any conflicts of interest.
The firm charges a percentage of the assets under management as their fee, which is determined based on the complexity of the client’s financial situation. They also offer hourly or project-based fees for specific financial planning needs.
Background
BRIDGFORD WEALTH ADVISORY, LLC was founded in 2011 by Joe Bridgford, who has over 20 years of experience in the financial industry. The team at the firm has a diverse background in finance and has the expertise to handle a wide range of financial situations.
Financial Advisor Disclosures to Know
As a registered investment advisor, BRIDGFORD WEALTH ADVISORY, LLC has a fiduciary duty to act in the best interest of their clients at all times. This means they are legally obligated to prioritize their clients’ needs above their own and to disclose any potential conflicts of interest.
The firm has a clean record with no disciplinary actions taken against them by any regulatory agencies.
In conclusion, BRIDGFORD WEALTH ADVISORY, LLC is a reputable and experienced wealth management firm that is dedicated to helping clients achieve their financial goals. With their personalized approach and comprehensive services, they are well-equipped to guide clients through all aspects of their financial journey.