Assets Under Management
$102.4B
Number of Clients
323,031
Number of Advisors
3845
Average Client AUM
$317K
AUM per Advisor
$26.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
CIRA offers financial planning, consulting, and investment management services through various platforms like CMAP, FlexMAP, and WealthPort. Financial Professionals provide ongoing supervision and make investment recommendations based on individual client needs, objectives, and risk tolerance. CIRA also provides retirement plan advisory and consulting services.
This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.
1776 Pleasant Plain Rd., Fairfield, IA, 52556-8757