Douglas Gower
Douglas Gower is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wayland, MA, 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
Wayland, MA
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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 ActivitiesSells Insurance
Douglas is a general partner in a family-owned garage rental business since 2019, dedicating minimal time. He is also an independent insurance agent since 2022, dedicating about 10-20% of his time, and an advisory representative of a RIA, working full-time. Douglas also uses a DBA for financial services, working full-time, and is the treasurer for a scholastic organization, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
John Hancock Personal Financial Services, LLC
John Hancock Distributors LLCBroker
Mutual of Omaha Investor Services, INC.Broker
John Hancock Distributors 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.