Caitlin Hughes
Caitlin Hughes is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Columbus, OH, with 2 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
4196 Laet Dr., Columbus, OH, 43219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Caitlin works as a gifted coordinator and educator for Fairfield County ESC and as a coach for Bloom-Carroll Local Schools, dedicating about half her time and about a quarter of her time respectively. Caitlin is also an agent for Retirement Wealth Strategies LLC, an advisory representative of CIRA, and an IAR for Retirement Wealth Strategies LLC, spending a few hours per week on each of these investment-related roles.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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