Bridget Baugh
Bridget Baugh is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bloomington, IN, with 7 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
101 W Kirkwood Ave., Ste. 246, Bloomington, IN, 47404
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2021Other Business Activities
Bridget is an advisory representative of a registered investment advisor (RIA) and spends about 10-20% of her time on investment-related activities and trading. She is also an owner/partner of Baugh Financial LLC and an agent using a trade name/DBA for Instinctive Financial LLC, dedicating about a quarter of her time to investment-related activities and trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Thurston Springer Advisors
Thurston Springer FinancialBroker
State Registrations3 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.