April Booth
April Booth is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Springwater, NY, with 22 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
Springwater, NY
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Regulatory History (1)
Judgment / Lien
May 2019Other Business ActivitiesSells Insurance
April is an independent insurance agent for various companies, dedicating a few hours per week to this activity. She also works full-time as COO for TAG Advisors and is a volunteer committee member for ROCO, spending minimal time on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Wall Street Financial Group, INC.Broker
Wall Street Financial Group, INC
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Cadaret, Grant & CO., INC.Broker
Securities America, INC.Broker
Cadaret, Grant & CO., INC.Broker
State Registrations50 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.