William Marinelli
William Marinelli is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Hobe Sound, FL, 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
Hobe Sound, FL
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Regulatory History (1)
Customer Dispute
March 2004Other Business ActivitiesSells Insurance
William is an independent insurance agent for various independent insurance companies since 1992, dedicating about a quarter of his time. He is also a CIRA representative since 2010, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Nylife Securities LLCBroker
State Registrations5 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.