Michael Gross
Michael Gross is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Louisville, KY, with 27 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
13113 Eastpoint Park Blvd., Suite B, Louisville, KY, 40223
Get directionsHistory
Regulatory History (1)
Regulatory
February 2023Other Business ActivitiesSells Insurance
Michael is an independent insurance agent for various companies since 2012, dedicating a few hours per week to this activity. He also serves as a board member for Persimmon Ridge Homeowners' Association and Whitefield Academy, spending minimal time on each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Fortune Financial Services, INC.Broker
Moneylife Partners, INC.
Private Client Services, LLCBroker
Roosevelt Equity CorporationBroker
Bluegrass Capital Advisors, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Foresters Equity Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Natcity Insurance Services, INC.Broker
Natcity Investments, INC.Broker
State Registrations1 state
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.