Erich Kelley
Erich Kelley is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in The Woodlands, 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
2202 Timberloch Place, Suite 100, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History (1)
Financial
June 2018Other Business ActivitiesSells Insurance
Erich is an advisory representative of a registered investment advisor since 2019, dedicating about half his time to this role. He also owns a trading card business and provides budgeting services, while working as an independent insurance agent for various companies.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations4 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.