John Wood
John Wood is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Summerville, SC, 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
121 S Cedar St, Summerville, SC, 29483
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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.
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John volunteers as a finance committee member at Bethany United Methodist Church, a board member for Children in Crisis in Dorchester County, and a board member for the Greater Summerville Dorchester County Chamber of Commerce and its Foundation. He also provides consulting and referrals to Michael Wood, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
State Registrations1 state
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