Scott Cleveland
Scott Cleveland is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Eagle, ID, with 33 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
46 Eagle River Street, Suite 100, Eagle, ID, 83616
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Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Scott is an independent insurance agent for various companies through 4C Financial Group LLC, spending about half his time on this and trading. He is also a managing principal/financial professional utilizing a DBA name, and an advisory representative of a RIA, and holds positions in the Eagle Chamber of Commerce, Ada County GOP, and Cleveland for Congress.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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.