Michael Mcneely
Michael Mcneely is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Quincy, MA, with 28 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
Quincy, MA
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Regulatory History (1)
Judgment / Lien
March 2017Other Business ActivitiesSells Insurance
Michael is the owner of Coastal United Financial and Insurance Services LLC, where he works as a financial professional and insurance agent selling P&C, life, and health insurance products. He also works as an advisory representative of a RIA, drives for Uber & Lyft, is an independent insurance agent, owns a retail shop, and is an employee at a retail store.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Horace Mann Investors, INC.Broker
Waddell & Reed, INC.Broker
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.