Michael Huard
Michael Huard is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Medford, OR, with 40 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
Medford, OR
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Regulatory History (1)
Financial
July 2023Other Business ActivitiesSells Insurance
Michael works as a coach and personal trainer at Superior Athletic Club, dedicating minimal time. He is also an independent insurance agent for various companies, spending about 10-20% of his time on this activity. Finally, he is an investment advisor representative of a registered investment advisor, spending about half of his time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
The O.N. Equity Sales CompanyBroker
MML Investors Services, LLCBroker
State Registrations5 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.