Walter Etterlee
Walter Etterlee is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Augusta, GA, with 8 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
3638 Walton Way Extension, Suite 300, Augusta, GA, 30909
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter is the treasurer for the Kiwanis Club of Uptown Augusta and the Augusta University Summerville Alumni Society, and a shareholder at Lanier-McCormack Wealth Management. He also serves as CFO for Cybermavens LLC and is a member of CTA Works LLC, dedicating about 10-20% of his time to Lanier-McCormack Wealth Management.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
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.