Brice Hartsuch
Brice Hartsuch is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Beckley, WV, 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
716 S Kanawha St., Beckley, WV, 25801
Get directionsHistory
Regulatory History (1)
Criminal
October 1994Other Business ActivitiesSells Insurance
Brice is an independent insurance agent for various companies, dedicating a few hours per week to this activity. He also manages Hartsuch Family LLC for tax purposes (minimal time), works nearly full-time as an advisory representative of a RIA, and is the treasurer for Legacy FC (minimal time).
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations10 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.