Enrique Alvarez
Enrique Alvarez is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Suffield, CT, with 49 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
463 South Main St., Suffield, CT, 06078
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Regulatory History (2)
Customer Dispute
September 2015Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Enrique is an independent insurance agent for various companies since 1973 and a managing member of Retirement Doctor, LLC providing educational seminars. He also owns rental property and buys/sells shotguns and hunting rifles, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Retirement Doctor, LLC
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Raymond James Financial Services, INC.Broker
The Minnesota Mutual Life Insurance CompanyBroker
P & I Equities CorporationBroker
American General Capital Planning, INC.Broker
State Registrations15 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.