Wade Mcminn
Wade Mcminn is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Brentwood, TN, with 36 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
112 Westwood Place, Ste 160, Brentwood, TN, 37027
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Regulatory History (2)
Customer Dispute
February 2015Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Wade is an independent insurance agent since 1995, dedicating minimal time to this activity. He also works as an advisory representative of a registered investment advisor (RIA) full-time since 2010, and owns a retail business called Mantiques since 2024, spending a few hours per week on it.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
New England SecuritiesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 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.