Andrew Bolt
Andrew Bolt is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Hendersonville, TN, with 38 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
133 Indian Lake Rd., Ste. 101, Hendersonville, TN, 37075
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2021Employment Separation After Allegations
October 2007Other Business ActivitiesSells Insurance
Andrew operates under the DBA Bolt Financial Consulting and is an administrative rep of a RIA, spending minimal time on each. He is also an independent insurance agent for various companies, dedicating minimal time to this activity as well.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Stephen Douglas Investment Advisory, INC.
Harrison Douglas, INC.Broker
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Empire Investment Advisors. INC
Empire Financial Group, INC.Broker
Freedom Financial, INC.Broker
Legacy Financial Services, INC.Broker
Sunset Financial Services, INC.Broker
Lutheran Brotherhood Securities CORP.Broker
Aal Distributors INC.Broker
State Registrations7 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.