Christopher Staples
Christopher Staples is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Walnut Creek, CA, with 10 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
877 Ygnacio Valley Rd., Ste. 220, Walnut Creek, CA, 94596
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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 Activities
Christopher owns My Legal Prep, a consulting business, since October 2024. This activity is not investment-related and takes about 10% of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Navigation Wealth Management
Navigation Wealth Management
Edward Jones
Edward JonesBroker
State Registrations2 states
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