Jane Ricardi
Jane Ricardi is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Plymouth, MA, 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
81 Samoset St., Ste 1, Plymouth, MA, 02360
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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
Jane is an independent insurance agent selling long-term care and term life insurance products since 2010, dedicating minimal time to this. She also works as an advisory representative of a RIA, taking nearly full-time hours, and is a trustee for an entity holding an office building and a board member for a museum, dedicating minimal time to each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Reserarch, INC.
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Multi-Financial Securities CorporationBroker
State Registrations11 states
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