Taylor Foster
Taylor Foster is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wayzata, MN, 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
125 Lake Street West, Wayzata, MN, 55391
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Regulatory History (2)
Financial
May 2024Judgment / Lien
June 2020Other Business ActivitiesSells Insurance
Taylor has an insurance company-broker contract with other life insurance carriers since 2015, dedicating minimal time. This activity is investment-related.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations4 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.