Tony Bakerli
Tony Bakerli is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Skokie, IL, with 12 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
5215 Old Orchard Road, Suite 950, Skokie, IL, 60077
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tony is the President/CEO of Bakmen Group Holding, a consultant at Starboard Partners Consulting LLC, and CFO/Treasurer at T2 Global Advisors LLC. He is also an advisory representative of a RIA called CIRA, and an owner/partner in both Torami Holdings LLC (food/beverage service) and Klybourne Holdings, LLC (technology services).
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 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.