William Fogarty
William Fogarty is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Harrisburg, PA, 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
2090 Linglestown Rd., Ste. 201, Harrisburg, PA, 17110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William works as an advisory representative of an RIA since April 2024, dedicating full-time hours to this role. He is also an Investment Advisor Representative for Comprehensive Financial Associates since June 2024, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations7 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.