Kaleb Bridgemohan
Kaleb Bridgemohan is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
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.