Ann Kilmer
Ann Kilmer is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in San Antonio, TX, 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
100 NE Loop 410, Ste. 1085, San Antonio, TX, 78216
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Regulatory History (1)
Customer Dispute
September 2005Other Business ActivitiesSells Insurance
Ann is an independent insurance agent for various independent insurance companies, dedicating a few hours per week. She also owns real estate and spends full-time as an advisory representative of an RIA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations16 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.