Alex Osmond
Alex Osmond is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Denver, CO, with 9 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
730 17th St., Ste. 830, Denver, CO, 80202
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Regulatory History (1)
Criminal
March 2023Other Business Activities
Alex is an advisory representative of a registered investment advisor (RIA), spending nearly full-time on this activity, with a significant portion dedicated to trading. Alex also uses Axiom Wealth Alliance as a trade name/DBA for financial planning, dedicating nearly full-time to this as well.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Wells Fargo Advisors, LLCBroker
Janus Distributors 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.