Timothy Robertson
Timothy Robertson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Novi, MI, with 6 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
41895 Eleven Mile Road, Suite 102, Novi, MI, 48375-1806
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is an advisory representative of a Registered Investment Advisor (RIA) and an independent insurance agent for various independent insurance companies, dedicating about 10-20% of his time to each. He also serves as a board member for Fairview Place Condo Association, volunteering minimal time, and is VP of IRIA at The Financial Center, LLC, spending about half his time there.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
The Financial Center, LLC
Cambridge Investment Research, INC.Broker
State Registrations22 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.