Gregory Fenton is a CFP-designated registered investment advisor at Cambridge Cape Cod Advisors, LLC, based in Sandwich, MA, with 21 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 123 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCCA may charge an investment management fee on certain accounts. This fee will be between 0.25% and 0.50% of the total account value. No fee will be charged on cash, cash equivalents, or money market funds.
Contact
Gregory Fenton
Location
128 Route 6A, Sandwich, MA, 02563
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cambridge Cape Cod Advisors, LLC
State Registrations1 state
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.
Exams