Advisor at Cambridge Investment Research Advisors
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Firm
Cambridge Investment Research Advisors
Location
Richfield, OH 44286
Credentials
Series 63, Series 65
Industry experience
40 years
Patrick Hammer is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cambridge since 2007. Outside of his advisory role, he is involved as an independent insurance agent for multiple insurance companies and owns a farm business. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a network of independent Financial Professionals. The firm employs a variety of investment approaches, including model portfolios and third-party strategists, with options for discretionary and non-discretionary account management.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated
$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%
Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products
Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour
Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting
3866 Brecksville Rd
Richfield, OH 44286
Ohio · Texas · Virgin Islands
Cambridge Investment Research Advisors, INC
2007 - Present (19 years)
Cambridge investment Research, Inc
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 63, Series 65
Akron, OH
Alpha Asset Management
Series 63
Parma, OH
Intelligent Capital Management LLC
Series 63, Series 65
Solon, OH
WRK Investments, LLC
Series 63, Series 65
Brecksville, OH
Jaras Financial Services, Inc.
Series 65
Akron, OH
Priority Investment Management LLC
CFA®, Series 65
Solon, OH
Private Harbour Investment Management & Counsel LLC.
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