Matthew Goodwin
Matthew Goodwin is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fairfield, IA, 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
1776 Pleasant Plain Rd, Fairfield, IA, 52556
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2013Other Business Activities
Matthew is a board member of The Cambridge Foundation, Inc, dedicating minimal time. He also works as an advisory representative of a registered investment advisor (RIA), CIRA, spending more than full-time hours on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Continuity Partners Group, LLCBroker
Eagle One Investments, LLC
Eagle One Investments, LLCBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Reserarch, INC.
Eagle One Investment, LLC
Eagle One Investments, LLCBroker
State Registrations1 state
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.