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The fee is billed in arrears and is negotiable.","source":"ADV PART 2A - WRAP FEE BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bridgewealth Advisory Group use?","answer":"Bridgewealth Advisory Group’s separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $869M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bridgewealth Advisory Group have?","answer":"Bridgewealth Advisory Group has 5 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bridgewealth Advisory Group invest in?","answer":"At the end of its last fiscal year, Bridgewealth Advisory Group’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 17% state and local bonds, 8% exchange-traded equities, 5% U.S. government and agency bonds, 4% cash and equivalents, 1% investment grade corporate bonds and 1% other. 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