Ivy Menchel
Ivy Menchel is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in New York, NY, with 32 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
60 E 42nd St - Suite 700, New York, NY, 10165
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2018Other Business ActivitiesSells Insurance
Ivy sells fixed insurance, dedicating minimal time to this activity. She also owns Family Wealth Planning Partners, LLC, providing divorce planning services, which takes about 10-20% of her time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Cmg Financial Planning, LTD.
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Chase Investment Services CORP.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 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.