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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual fee is between 0.25% and 0.50% of the total account value. No fee is charged on cash, cash equivalents, or money market funds.
Fee Estimator
Contact
Gregory Fenton
Location
128 Route 6A, Sandwich, MA, 02563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cambridge Cape Cod Advisors, LLC
State Registrations1 state
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