Michael Wilson
Michael Wilson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Statesville, NC, with 18 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
Statesville, NC
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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
Michael is an independent insurance agent for various companies through Genesis Financial Services Group since 2020, dedicating about 10-20% of his time. He is also a board member at New Life Missionary Baptist Church, spending minimal time, and an advisory rep of an RIA called CIRA, taking about half of his time. Additionally, Michael is a sales representative for Legal Shield, spending a few hours per week, and the founder of Federal Pension and Retirement Advisors, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
PFS Investments INC.Broker
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.