Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors (CIRA) offers financial planning, consulting, and investment management services. Financial planning helps clients set long-term goals through investments, tax planning, and retirement planning. Investment management involves continuous supervision of client accounts through various platforms like CMAP, FlexMAP, and WealthPort. CIRA also provides retirement plan advisory and consulting services.
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.
