Michael Pidhirskyj is a CFA-designated registered investment advisor at Capridge Advisors, based in Devon, PA, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 6 clients with $6.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CapRidge Advisors charges a percentage of your portfolio annually, ranging from 0.40% to 0.60%. The exact percentage depends on the complexity of your situation, the amount you invest, and your overall relationship with CapRidge. Fees are negotiable. These fees do not include brokerage or custody fees.
Location
Devon, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capridge Advisors
State Registrations1 state
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