Robert Palma
Robert Palma is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Royal Oak, MI, with 12 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
3315 N Campbell Rd., Royal Oak, MI, 48073
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Regulatory History (1)
Financial
January 2022Other Business ActivitiesSells Insurance
Robert is an investment advisor representative (IAR) doing business as Ohana Wealth Advisory and also works as an advisory representative of a registered investment advisor (RIA) called CIRA. He also works as an independent insurance agent for various independent insurance agencies and dedicates minimal time to being the treasurer for the Troy Foundation of Educational Excellence.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Regal Investment Advisors LLC
Regulus Financial Group, LLCBroker
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Legend Advisory, LLC
Legend Equities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.