Bridgeworth Wealth Management

Bridgeworth Wealth Management, a registered investment adviser, offers comprehensive wealth management services to individuals, families, and business owners. Established in 2012 and headquartered in Birmingham, Alabama, the firm provides investment advisory and financial planning services, including stand-alone financial planning and consulting, investment management, private client group services, and retirement plan and pension consulting. Bridgeworth also offers robo-advisor programs through Charles Schwab & Co., Inc. and LPL Financial, LLC. The firm may recommend third-party money managers to manage client portfolios and provides retirement plan and pension consulting services to employer plan sponsors. Clients can engage in discretionary asset management services, granting the firm authority to manage their accounts. Bridgeworth charges fees based on a percentage of assets under management, with minimum portfolio sizes and fee schedules varying. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. Bridgeworth does not vote client securities' proxies and does not have custody of client funds or securities. The firm does not determine class action lawsuit eligibility for clients or initiate litigation on their behalf. Clients are responsible for voting their shares in applicable securities. Bridgeworth does not participate in class action lawsuits or vote proxies on behalf of clients. The firm may recommend IRA rollovers, presenting a potential conflict of interest, and offers guidance on various options for managing retirement assets. Clients are encouraged to consult with their tax professionals before making decisions regarding retirement assets.