Thomas Hofbauer
Thomas Hofbauer is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bryan, OH, with 29 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
516 E High St, Bryan, OH, 43506
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Regulatory History (1)
Regulatory
September 1989Other Business ActivitiesSells Insurance
Thomas is a shareholder of HPH Financial Corp, dedicating about a quarter of his time to financial planning and advisory services. He also works as an independent insurance agent for various companies and as an advisory representative of a RIA, spending a significant amount of time on these investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Nrp Advisors, INC.
Nrp Financial, INC.
Nrp Financial, INC.Broker
Sky Investments, INC.Broker
State Registrations27 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.