Text
How does the advisor help clients – Key Takeaways:
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is committed to providing comprehensive financial guidance and solutions for their clients. They strive to empower their clients to make informed decisions and achieve their financial goals.
They offer a wide range of financial services and cater to various client types, making them a versatile and reliable advisor for individuals and businesses alike. Their strong reputation and track record of success make them a top choice for those seeking professional financial expertise.
Facts and Insights
Founded in 1981, CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. has over 40 years of experience in the financial industry. With a team of over 3,000 experienced advisors, they have the expertise and resources to provide top-notch financial services to their clients.
Their commitment to their clients is reflected in their impressive assets under management, which currently stands at $240 billion. This showcases their success in managing and growing their clients’ financial portfolios.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $240 billion | 3,000 | 40 years |
Financial Services Offered
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. offers a variety of financial services to help their clients achieve their financial goals. These services include investment management, retirement planning, estate planning, tax planning, and insurance planning. They also offer personalized financial advice and guidance to ensure their clients’ needs are met.
Client Types
Their client base includes individuals, families, businesses, and institutions. They cater to clients of all income levels and backgrounds, ensuring that everyone has access to quality financial guidance and solutions.
Fees & Compensation
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. believes in transparency when it comes to their fees and compensation. They offer various fee structures, including asset-based fees, hourly fees, and fixed fees, depending on the client’s needs and preferences. They also receive compensation from third-party vendors for certain investment products, but they always prioritize their clients’ best interests in all transactions.
Background
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is a registered investment advisor headquartered in Fairfield, IA. They are registered with the Securities and Exchange Commission (SEC) and operate under a fiduciary duty, meaning they are legally obligated to act in their clients’ best interests.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to familiarize yourself with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.’s disclosures. These include their Code of Ethics, ADV forms, and other legal documents, which are available on their website. It is also recommended to review their financial advisor’s background and any past misconduct, if applicable.