Brian Fitting
Brian Fitting is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Mogadore, OH, with 16 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
3808 Mogadore Road, Mogadore, OH, 44260
Get directionsHistory
Regulatory History (2)
Criminal
July 1999Criminal
May 1999Other Business ActivitiesSells Insurance
Brian is an advisory representative of a Registered Investment Advisor (RIA), spending a few hours per week. He is also a partner at Fitting Tax & Financial, where he works as an independent insurance agent for various companies and provides tax preparation/accounting services, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 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.