Kaleb Bridgemohan
Kaleb Bridgemohan is a registered investment advisor at Advisory Services Network, based in Tampa, FL, with 4 years of industry experience. Kaleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.
Fee Estimator
Location
14502 N Dale Mabry Hwy, Suite 327, Tampa, FL, 33618
Get directionsHistory
Regulatory History (2)
Financial
November 2020Financial
February 2020Other Business ActivitiesSells Insurance
Kaleb is the President and an insurance agent at Bridge Financial Private Capital, providing insurance and tax planning services. He solicits and sells life, health, and annuity insurance products, dedicating more than full-time hours to this activity.
Employment History
Current Registrations
Advisory Services Network
State Registrations1 state
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
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