Brandon Patterson
Brandon Patterson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Massillon, OH, with 4 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
Massillon, OH
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Regulatory History (1)
Financial
April 2020Other Business ActivitiesSells Insurance
Brandon is an insurance agent working as a 1099 contractor since 2022, dedicating about a quarter of his time to this role. He is also an advisory representative of a Registered Investment Advisor (RIA), spends about half his time as the owner of Ramsey Financial Group, and dedicates a few hours per week to networking as a Smart Vestor Pro.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
State Registrations10 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.