Mark Helfrich
Mark Helfrich is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Marshfield, MA, with 23 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
Marshfield, MA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2010Other Business ActivitiesSells Insurance
Mark is an independent insurance agent for various independent insurance agencies, dedicating about 10-20% of his time to this activity. He also works as an advisory representative of a RIA, spending about half his time on this, with about a quarter of his time dedicated to trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Painewebber 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.