Donald Freeman
Donald Freeman is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Riverside, CT, 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
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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
15 Wilmot Lane, Riverside, CT, 06878
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Regulatory History (1)
Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Donald is the treasurer of Carlson & Carlson, Inc., an independent insurance agency. He also works as an advisory representative of a RIA, spends about a quarter of his time as a securities DBA, and works as a VP/independent insurance agent for various independent insurance companies.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Reserarch, INC.
Main Street Management Company
Main Street Management CompanyBroker
State Registrations18 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.