Matthew Frank
Matthew Frank is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Jefferson City, MO, with 14 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
2420 Hyde Park Road, #C, Jefferson City, MO, 65109
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Matthew is an advisory representative of a registered investment advisor, Retirement Plan Advisors, LLC, since 2015. He is also an owner/partner of Retirement Plan Advisors Holdings, Inc. since 2022, dedicating minimal time, and an advisory rep of CIRA, spending about half his time with some trading activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Retirement Plan Advisors Services, LLCBroker
Retirement Plan Advisors Services, LLC
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Invest Financial CorporationBroker
State Registrations52 states
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