Michael Sima
Michael Sima is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Grove City, OH, with 17 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
4200 Hoover Rd., Grove City, OH, 43123
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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 advisory representative of a Registered Investment Advisor (RIA) and spends about 10-20% of his time in investment-related activities and trading. He is also an agent for Covenant Financial Advisors, focusing on insurance, benefits, and human resources, dedicating a few hours per week to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Meeder Investment Management, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations7 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.