Matthew Foglia
Matthew Foglia is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wexford, PA, with 24 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
10475 Perry Hwy, Ste 101G, Wexford, PA, 15090
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Regulatory History (1)
Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Matthew is an independent insurance agent for various insurance companies. He also serves as a trustee for his father's estate and is an advisory representative of a RIA, dedicating nearly full-time hours to this role. Additionally, Matthew is a board member of a townhouse association, spending minimal time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
PNC Brokerage CORPBroker
State Registrations8 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.