Michael Bigley
Michael Bigley is a registered investment advisor at New Edge Wealth, based in McMurray, PA, with 40 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,790 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Wealth offers investment advisory services with fees charged in a few ways:
- Fixed Annual Fee: A negotiated fixed fee based on the scope and complexity of the engagement.
- Flat Asset-Based Fee: A single fee rate applied to all assets in the account, negotiated based on the scope and complexity.
- Tiered Rate Fee Schedule: Different fee rates applied to portions of the portfolio based on breakpoints, resulting in a blended fee. Fee rates are not specified in this document.
Clients may also be subject to a minimum annual fee, as outlined in their service summary. Clients can choose to pay an "unbundled" fee or a single "wrap" fee.
Location
455 Valley Brook Road Suite 100, McMurray, PA, 15317
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2013Other Business ActivitiesSells Insurance
Michael is a managing member of several LLCs and partnerships related to real estate and investments, dedicating minimal time to each. He also works as a financial advisor for NewEdge Wealth, LLC, spending nearly full-time hours on this role, and has an appointment with MassMutual to participate in life insurance commissions.
Employment History
Current Registrations
New Edge Wealth
Newedge Securities, LLCBroker
Previous Registrations
Newedge Advisors
Gateway Financial Wealth Management LP
Mid Atlantic Financial Management, INC.
State Registrations18 states
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.