AB
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Andrew Bowers

17 Years of Experience
Fairfield, IA
Broker

Andrew Bowers is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fairfield, IA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

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Location

1776 Pleasant Plain Road, Fairfield, IA, 52556

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew serves as an All-Source Intelligence Analyst for the Iowa Army National Guard, dedicating about 10-20% of his time to this role. He also works as an advisory representative of a Registered Investment Advisor, spending about half his time on investment-related activities.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
July 2014 - Present · 11 yrs 10 mos
Cambridge Investment Research, INC.Broker
February 2009 - Present · 17 yrs 3 mos
State Registrations1 state
IA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Andrew Bowers - Financial Advisor | TrueAdvisor