Aileen Grant
Aileen Grant is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bee Cave, TX, with 35 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
12600 Hill Country Blvd., Ste. R-275, Bee Cave, TX, 78738
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Regulatory History (1)
Customer Dispute
May 2020Other Business Activities
Aileen is an advisory representative of a RIA, spending about a quarter of her time on investment-related activities and trading. She is also the President of Highpointe Advisors, dedicating full-time hours to investment-related activities and trading, and a board member for Church of the Springs, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cambridge Investment Research, INC.Broker
Pence Wealth Management Corporation
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Rittenhouse Asset Management, INC.
Nuveen Investments, LLCBroker
Abn Amro Distribution Services (USA), INC.Broker
Genter Advisors LLC
Quasar Distributors, LLCBroker
Rnc Genter Capital Management
Sutro & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ur Financial, INC.Broker
Westmont Securities CorporationBroker
State Registrations1 state
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.