Benjamin Simerly
Benjamin Simerly is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Concord,, OH, with 6 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
7990 Sweetgum Trl, Concord,, OH, 44060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Benjamin is involved in several outside business activities. These include owning Grandview Ventures LLC (IT services), Allan Property Management (real estate), and a photography business, as well as working as a project manager for Baldridge Wealth Management, an advisory rep for CIRA, and with Lakehouse Family Wealth LLC. The CIRA and Lakehouse Family Wealth activities take up nearly all of Benjamin's time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Concourse Financial Group Advisors
Investment Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations6 states
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