BRIDGEWORTH WEALTH MANAGEMENT
Birmingham, Alabama
4.2
40 Reviews
Bridgeworth Wealth Management, based out of Birmingham, AL, is a renowned regional investment advisory firm. With two offices, they have established themselves as a trusted partner for over 1,950 individual clients. Managing an impressive $2,016,498,000 in assets, Bridgeworth offers comprehensive wealth management services. While employer funds constitute a significant portion of their assets under management, Bridgeworth also handles 401K and individual accounts. Notably, all of the assets they manage are discretionary, ensuring clients have peace of mind knowing their investments are in capable hands. With a strong focus on hig...
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Assets Under Mgmt

$2.02B

Investment Professionals

60

Locations

1

% 401K & Individual

24%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other: FINANCIAL CONSULTING
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