MB
ChFC
MB
ChFC

Michael Bridgman

26 Years of Experience
Omaha, NE

Michael Bridgman is a ChFC-designated registered investment advisor at Cambridge Advisors INC, based in Omaha, NE, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 270 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
270 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$622.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable for accounts over $2 million, charitable accounts, and families with multiple accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

17330 Wright Street, Suite 205, Omaha, NE, 68130

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cambridge Advisors INC
March 1999 - Present · 27 yrs 1 mo
State Registrations1 state
NE
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.