Eric Sechman
Eric Sechman is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Harvard, MA, 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
249 Ayer Rd., Ste. 205, Harvard, MA, 01451
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Regulatory History (1)
Customer Dispute
August 2018Other Business ActivitiesSells Insurance
Eric is a committee member for Ayer+Devens Resolution Committee and Town of Ayer Finance Committee, dedicating minimal time to each. He owns Sechman Financial Services, spending nearly full-time hours there, and is also an independent insurance agent for various companies, spending a few hours per week. Eric also works as an advisory representative of a RIA at CIRA, dedicating nearly full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Spc
Parkland Securities, LLCBroker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, 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.