Monica Garver
Monica Garver is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Irwin, PA, with 25 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
311 Main St., Irwin, PA, 15642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Monica is a real estate partner/owner of parking lots through Pappert-Garyer Realty Partnership since 1999. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Mckinley Carter Wealth Services, INC.
Rtd Financial Advisors INC
Nrp Advisors, INC.
Primesolutions Advisors, LLC
State Registrations2 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.
Exams
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