Katherine Lindsay
Katherine Lindsay is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Springfield, MA, with 7 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
1500 Main St., Ste 1502, Springfield, MA, 01089
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katherine is a notary public since 2017. She also works as an advisory representative of a registered investment advisor (RIA), dedicating full-time hours to this activity since 2019.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Compass Capital Corporation
State Registrations1 state
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.