Charles Beach
Charles Beach is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Cincinnati, OH, with 41 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
Cincinnati, OH
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Regulatory History (1)
Customer Dispute
July 2005Other Business ActivitiesSells Insurance
Charles is an independent insurance agent for various companies since 1983, taking nearly full-time. He is also an advisory representative of an RIA and on the stewardship committee for Mariemont Community Church, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Saybrus Equity Services, INCBroker
Phoenix Equity Planning CorporationBroker
Phoenix Equity Planning CorporationBroker
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
Manequity, INC.Broker
Travelers Equities Sales, INC.Broker
State Registrations2 states
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.