Kari Mcleod
Kari Mcleod is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Farmington, CT, 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
74 Batterson Park Rd., Ste. 303, Farmington, CT, 06032
Get directionsHistory
Regulatory History (2)
Financial
February 2021Judgment / Lien
December 2017Other Business ActivitiesSells Insurance
Kari is an advisory representative of a RIA, spending about 10-20% of their time on investment-related activities and trading. Kari is also an independent insurance agent for various independent insurance companies and owner of Wealth Strategies Team, LLC.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Pangaro Wealth Management, LLC
State Registrations2 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.