Bridgewater Asset Management LLC fees and pricing
Financial planner in Chesterfield, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Bridgewater Asset Management LLC charges $500 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Our hourly fees are negotiable, and will not exceed $500.”
- Flat or project fee
- $10,000
“Our fixed fees are negotiable, and will not exceed $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bridgewater Asset Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm has updated our brochures to clarify that for clients custodied with Schwab fees are billed in advance.”
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Our firm’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
How Bridgewater Asset Management LLC’s fees compare
- Its hourly rate of $500 is above the Missouri median of $250. 92% of the 88 other Missouri planners that publish an hourly rate charge less.
- 4 of the 4 other planners in Chesterfield that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the Missouri median of $3,550. 87% of the 77 other Missouri planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in Chesterfield that publish a flat or project fee charge less.
About Bridgewater Asset Management LLC
“We provide a variety of financial planning or consulting services to individuals and high net worth individuals; trusts, estates or charitable organizations; and pension and profit sharing plans regarding the management of their financial resources based upon an analysis of the client’s current situation, goals,…”
- Firm size: 6 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 396
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $350,522,704
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169832
- Website
- bwam.net (opens in new tab)
- Phone
- (636) 536-9936
Can advise clients in 11 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Michigan, Missouri, Nebraska, New York, Texas
Other planners in Chesterfield that publish fees
- Cedarmill FinancialChesterfield$150/hr, $200-$500
- MBM Wealth Consultants, LLCChesterfield$150/hr, $1,000-$5,000
- S.p. Parkin & CoChesterfield$150-$200/hr
- Syntegra Private Wealth Group LLCChesterfield$500-$10,000/yr
- Thousand Wealth ManagementChesterfield$2,000
- Yu Financial Advice, LLCChesterfield$250/hr, $150-$999/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.