Horace Nash
Horace Nash is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Montgomery, AL, with 13 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
8310 Crossland Loop, Montgomery, AL, 35117
Get directionsHistory
Regulatory History (2)
Judgment / Lien
January 2000Judgment / Lien
March 1999Other Business Activities
Horace is the President and sole shareholder of Proche Advisors, Inc., dedicating a significant amount of time to this role. He is also an advisory representative of a RIA called CIRA and the owner of NRS Wealth Advisory Group, LLC, spending nearly full-time hours on the latter.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
State Registrations2 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.