Robin Freeman
Robin Freeman is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Cincinnati, OH, 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
11427 Reed Hartman Hwy, Ste 137, Cincinnati, OH, 45241
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Regulatory History (1)
Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Robin is an independent insurance agent for various independent insurance companies through Medicare Backoffice, dedicating minimal time. Robin also owns Partners in Planning, LLC, offering insurance, benefits, and human resources services, taking about 10-20% of her time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations22 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.