James Gleichowski
James Gleichowski is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bradenton, 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
7970 Cooper Creek Blvd., Bradenton, FL, 34201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works full-time at CSL Behring in healthcare and nearly full-time as an advisory representative of an RIA, CIRA. He dedicates full-time hours to each role, with significant time spent on trading activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
State Registrations3 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.