Upfront: Up to 50%
Payout: 50% – 70%; depends on platform or projection
Bridgeway Wealth Partners become Equity owners when they reach $75 million in fee-based AUM. The Class B units increase each year as the Advisor’s assets increase.
We are proud to have our Advisor Partners as owners in the firm.
- Participant in quarterly Advisor Partner calls
- Member of the Advisor Partner Advisory Board
- Separate “Partner” meeting at the BWP Annual Conference
- Creating breakaway Advisor’s infrastructure from the “ground up “
- Providing a pure RIA and hybrid RIA solution
- Open architecture options, with multiple custodians, broker dealers and technology
- Equity ownership for Bridgeway Wealth Partners
- Succession and continuity planning for all Advisors