Matthew Boehm
Matthew Boehm is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Springfield, IL, with 24 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
3161 W White Oaks Drive, Suite 104, Springfield, IL, 62704
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2023Other Business ActivitiesSells Insurance
Matthew secures life insurance quotes and policies for clients through Legacy Wealth Partners, dedicating a few hours per week. He also owns Legacy Wealth Partners and Seaside Key Financial, primarily for business operations as a registered investment advisor and for tax purposes.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations8 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.