Anthony Gelder
Anthony Gelder is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Alpharetta, GA, 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
Alpharetta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony works as a financial professional under the DBA name Van Gelder Financial and as an advisory representative of a RIA called CIRA, dedicating about half his time to the latter. He also owns rental real estate and is an agent for Ausus LLC, a real estate company, and is the founder of a Youtube channel called Work Optional Retirement, spending a few hours per week on each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations17 states
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