Frederick Treff
Frederick Treff is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Boca Raton, FL, with 15 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
1300 N Federal Hwy., Ste 101, Boca Raton, FL, 33432
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Regulatory History (1)
Customer Dispute
October 2011Other Business Activities
Frederick works as an advisory representative of a Registered Investment Advisor, spending nearly full-time on advisory and trading activities. He also owns a CPA/Enrolled Agent/Tax Prep/Accounting Services business, dedicating minimal time to it.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Chicago Investment Group, LLCBroker
State Registrations1 state
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.