Andrew Pike
Andrew Pike is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Pearl City, HI, 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
1160 Aikoo Pl., Pearl City, HI, 96782
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is an advisory board member for the National Christian Foundation Hawaii, a financial ministry leader for New Hope Christian Fellowship, and a board member for New Hope O'ahu, dedicating minimal time to each. He also owns Quo Vadis Financial Management, is an advisory rep for CIRA (taking well over full-time hours), and works with independent insurance agencies, as well as owning SmartVestor Pro and Quo Vadis Financial, LLC.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.Broker
State Registrations35 states
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