Zachary Hoelscher
Zachary Hoelscher is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in San Antonio, TX, 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
926 Chulie Dr., San Antonio, TX, 78216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is an advisory representative of a registered investment advisor (RIA) since 2018, spending about half his time on this and trading. He also uses a DBA for Benkendorfer Investment Group, dedicating nearly full-time hours to this and trading, and is a board member of Corpus Christi Grain Exchange, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations2 states
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