Stephen Zade
Stephen Zade is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Mt Clemens, MI, 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
59 N Walnut, Ste 205, Mt Clemens, MI, 48043
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2000Regulatory
November 1998Other Business ActivitiesSells Insurance
Stephen is an independent insurance agent and owns Stephen Zade Advisors. He is also an advisory representative of a RIA and an IAR for North American Financial Services LTD, dedicating a full-time commitment to these investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Financial Planning Services
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service CorporationBroker
Edward JonesBroker
Comerica SecuritiesBroker
Mutual Service CorporationBroker
State Registrations13 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.