Amanda Munselle
Amanda Munselle is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Katy, TX, with 7 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
848 Dominion, Suite 100, Katy, TX, 77450
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Regulatory History (1)
Financial
April 2022Other Business Activities
Amanda is an Investment Advisor Representative (IAR) affiliation with CIRA, spending nearly full-time with 120 hours dedicated to trading. She also owns Rock the Boat Design, a retail sales business, dedicating about 10-20% of her time, and works as a W2 employee and Registered Admin for McGee Wealth Management, spending nearly full-time with 130 hours dedicated to trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
LPL Financial 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.