Philip Weinisch
Philip Weinisch is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Great Neck, NY, 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
107 Northern Blvd., Ste. 304, Great Neck, NY, 11021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Philip is an advisory representative of a Registered Investment Advisor (RIA) and also works as a CPA/Enrolled Agent for multiple firms and trusts. He dedicates about a quarter of his time to Weinisch & Levine, LLP, and Dennis Kalick & Associates, Inc., and about 10-20% of his time to Weinisch & Associates, Inc.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
National Securities CorporationBroker
Prime Capital Services, INC.Broker
State Registrations1 state
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