Karey Rebello
Karey Rebello is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Frisco, TX, with 8 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
Frisco, TX
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Regulatory History (1)
Regulatory
October 2021Other Business ActivitiesSells Insurance
Karey is a member and 50% owner of LS Financial Group LLC, which owns 10% of Impact Wealth Group LLC, an insurance firm. Karey spends a nominal amount of time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Lsf Capital LLC
Previous Registrations
Iwg Investment Advisors LLC
H.D. Vest Advisory Services, INC
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.