Matthew Trefethen
Matthew Trefethen is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Carmel, IN, 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
12770 W New Market St., Ste. 207, Carmel, IN, 46032
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Regulatory History (1)
Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Matthew is an independent insurance agent, spending minimal time on this activity. He also works as an advisory representative for multiple RIAs and is involved in marketing for Planswell and Ramsey Smartvestor, dedicating a significant amount of time to these investment-related activities, including serving as an IAR under a DBA name.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Oneamerica Securities, INC.Broker
State Registrations8 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.