Hailee Brigman
Hailee Brigman is a registered investment advisor at Knightsbridge Wealth Management, based in Newport Beach, CA, with 4 years of industry experience. Hailee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 546 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Maximum annual fee is 1.5%. Fees are negotiable, and may be reduced or waived for employees and family members, or vary based on promoter arrangements or declining fee schedules. Third-party wrap program fee is 0.50%. Private fund charges a 1.5% annual management fee or 12.5% performance profit allocation.
Fee Estimator
Location
450 Newport Center Dr, Suite 630, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Knightsbridge Wealth Management
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Samuel a Ramirez & CO., INC.Broker
Morgan StanleyBroker
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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