Michael Fayed
Michael Fayed is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Belmont, NC, with 26 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
420 Park St., Ste. 100, Belmont, NC, 28012
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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
Michael is a board member for the Boys and Girls Club of Gaston County and the Heart Society of Gaston County, and a board member on the grants committee for Gaston Community Foundation. He is also a member of BFM Capital and Michael E. Fayed Financial Planning, and an advisory representative of a RIA, CIRA, dedicating about a quarter of his time to this role. Michael is also insurance licensed.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations13 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.