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August Bugge

Cambridge Investment Research Advisors, INC.
23 Years of Experience
Brooklyn, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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August Bugge is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Brooklyn, NY, with 23 years of industry experience. August is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

175 19th St Apt 1204, Brooklyn, NY, 11232

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History

Regulatory History (1)
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Customer Dispute
May 2017
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

August is an independent insurance agent for various companies and president of Agape Financial Services since 2007, spending about 10-20% of his time on the latter. August is also a consultant for Innovative Money Software and an advisory representative of a RIA, CIRA, dedicating nearly full-time hours to CIRA.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2014 - Present · 12 yrs
Cambridge Investment Research, INC.Broker
October 2014 - Present · 12 yrs
Previous Registrations
Capital Choice Investment Advisers, INC.
February 2008 - October 2014 · 6 yrs 8 mos
C C F Investments, INC.Broker
June 2007 - October 2014 · 7 yrs 4 mos
PFS Investments INC.Broker
November 2002 - May 2007 · 4 yrs 6 mos
State Registrations13 states
CACOFLLAMAMDNCNJNYPASCTNTX
AdvisorBrokerBoth

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.
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