Bridgewater Asset Management LLC

Bridgewater Asset Management LLC, established in 2014, offers a range of investment advisory services, including asset management and financial planning. The firm emphasizes continuous account supervision and tailors investment strategies to meet individual client needs. Investment strategies include strategic and tactical asset allocation, long-term and short-term purchases, and option writing. Bridgewater Asset Management LLC charges fees based on a percentage of assets under management, with rates ranging from 0.80% to 1.50%. Financial planning and consulting services are offered on an hourly or flat fee basis, with hourly fees ranging up to $500 and flat fees up to $3,000. The firm recommends Charles Schwab & Co., Inc. as a custodian and broker, providing access to a wide range of investment products and services. Additionally, Bridgewater Asset Management LLC may receive support services and products from LPL Financial, benefiting the firm in managing client accounts. The firm does not have custody of client funds or securities and does not accept proxy authority to vote client securities. Clients have the option to grant investment discretion to the firm. Bridgewater Asset Management LLC has not been involved in any bankruptcy proceedings and does not require prepayment of fees exceeding $1,200.