Ellen Jampolsky
Ellen Jampolsky is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Laguna Niguel, CA, with 2 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
28202 Cabot Rd., Ste. 300, Laguna Niguel, CA, 92677
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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.
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Ellen works as an advisory representative of a RIA at CIRA, spending about half her time there, with half of that time dedicated to trading. She also works as a contractor for FutureNest under a DBA name, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
State Registrations1 state
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