Cambridge Investment Research Advisors Fees & Minimum

Overview

Headquarters: Fairfield, IA
Total Firm Assets: $138.7 billion
Average High-Net-Worth Client Portfolio Size: $1.5 million
Stated Minimum Account Size: $25,000

Fee Disclosure

Source: CIRA ADV 2A (2026-08-20) · View brochure text
Latest filing: WEALTHPORT WRAP BROCHURE (2026-08-20) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	2.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$22,500	2.25%
$5 million	$112,500	2.25%
$10 million	$225,000	2.25%
$50 million	$1,125,000	2.25%
$100 million	$2,250,000	2.25%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 50.19%
Number of High-Net-Worth Clients: 47,431
Total Client Accounts: 608,275
Discretionary Accounts: 585,088
Non-Discretionary Accounts: 23,187

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 134139

CIRA ADV 2A (2026-08-20) (fee schedule source) · View brochure text
WEALTHPORT WRAP BROCHURE (2026-08-20) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Cambridge Investment Research Advisors, Inc.