Kelly Higgins
Kelly Higgins is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Troy, MI, with 28 years of industry experience. Kelly is also registered as a broker, so some compensation may come from commissions on products sold. 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
2125 Butterfield Dr, Ste 101N, Troy, MI, 48084
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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 ActivitiesSells Insurance
Kelly is the founder/independent insurance agent for various independent insurance companies through Lautus Wealth Advisory LLC, and also an advisory representative of CIRA. Additionally, Kelly is the founder/managing member of Higgins Financial Planning, LLC for legal and tax reporting purposes only.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Wealth Management Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service CorporationBroker
Morgan Stanley Dw INC.Broker
State Registrations4 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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