Shawn Torres
Shawn Torres is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Longmeadow, MA, with 21 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
734 Longmeadow St., Longmeadow, MA, 01106
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2014Customer Dispute
April 2013Other Business ActivitiesSells Insurance
Shawn is the owner of Vitae Wealth Management, focusing on insurance, benefits, and human resources, dedicating about a quarter of his time. He also works as an advisory representative of a RIA, spending nearly full-time on this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
MML Investors Services, LLCBroker
State Registrations10 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.