Coleby Wright
Coleby Wright is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Orlando, FL, with 1 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
4767 New Broad St., Ste. 1034, Orlando, FL, 32814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Coleby works as an advisory representative of a registered investment advisor, spending nearly full-time on this role with a significant portion dedicated to trading. He is also an investment advisor representative (IAR) doing business as Bull and Bear Wealth Management Partners, dedicating a substantial amount of time to this role as well, including trading activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations9 states
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