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Michael Freemire

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Thornton, CO 80241

Credentials

Series 65

Industry experience

8 years

About

Michael Freemire is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and eight years of industry experience. He has been with Cambridge since 2017 and previously worked with Kids Adventures Inc, Mission ROI, LLC, and Total Turf & Landscape, Inc. Outside of his advisory role, he serves as an alternate board member of the Douglas County Colorado Water Commission and is an author. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and various custodial platforms.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

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

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

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

Location

12412 York St.

Thornton, CO 80241

Most active in

Colorado · Texas

Work history

Cambridge Investment Research Advisors

2017 - Present (9 years)

Kids Adventures Inc

2015 - 2017 (2 years)

Mission ROI, LLC

2011 - 2019 (8 years)

Total Turf & Landscape, Inc.

2008 - 2016 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General tax planning Wealth management Income planning Disability insurance
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General retirement planning Business succession planning General estate planning guidance Cash flow / budgeting Founder/Business Owner
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Active portfolio management Options & derivatives strategies
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