Michael Primo
Michael Primo is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Rome, GA, with 18 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
901 N Broad Street, Suite 400, Rome, GA, 30161
Get directionsHistory
Regulatory History (1)
Criminal
January 1997Other Business ActivitiesSells Insurance
Michael is insurance licensed to sell tax sheltered annuities and life insurance through National Retirement Solutions LLC, where he is the owner, working nearly full-time. He also owns rental real estate and manages Vita for Life LLC, a health food store and multi-level marketing business, dedicating about a quarter of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Dempsey Lord Smith, LLC
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
Gwn Securities INC.
Gwn Securities INC.Broker
Merrimac Corporate Securities, INC.Broker
State Registrations3 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.