Chadwick Mangum
Chadwick Mangum is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bozeman, MT, with 19 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
Bozeman, MT
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Regulatory History (1)
Criminal
January 1991Other Business ActivitiesSells Insurance
Chadwick is an advisory representative of a Registered Investment Advisor, dedicating full-time hours to investment-related activities. He also owns Blue Wolfe Consulting as an independent insurance agent, spending minimal time on this, and is involved in several other non-investment related activities including real estate, healthcare directives, HOA, and a hockey association.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Synergy Investment Group, LLCBroker
W. H. Colson Securities, INC.Broker
State Registrations6 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.