Todd Porte
Todd Porte is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bella Vista, AR, with 30 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
14 Berrydale Lane, Bella Vista, AR, 72715
Get directionsHistory
Regulatory History (2)
Criminal
August 2007Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Todd is an agent at Gateway Insurance Group, Inc. dedicating minimal time to insurance/benefits/human resources activities. He is also an Investment Advisor Representative (IAR) with Cambridge Investment Research Advisors, working nearly full-time, and an IAR with Gateway Financial Advisors, spending about a third of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Foundations Asset Management, LLC
Global Permanent Capital Management LLC
Global Permanent Capital Management LLC
Wells Fargo Investments, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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.