Grisell Caberopalsson
Grisell Caberopalsson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Alexandria, VA, 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
211 N. Union Street, Suite 100, Alexandria, VA, 22314
Get directionsHistory
Regulatory History (1)
Criminal
June 1999Other Business ActivitiesSells Insurance
Grisell is an investment advisor representative for NVIDA Financial Planning LLC and CIRA, and owns rental properties. She is also an independent insurance agent selling disability, long-term care insurance, and annuities, dedicating about 10-20% of her time to this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations14 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.