Scott Mccarthy is a CFP-designated registered investment advisor at Cambridge Advisors, LLC, based in Williamsville, NY, with 4 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 61 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Cambridge may negotiate an alternative or fixed fee arrangement for portfolio management services at the full discretion of management.
Fee Estimator
Location
6225 Sheridan Drive Suite 102, Williamsville, NY, 14221-5806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is employed as a tax advisor and Senior Consultant at Cambridge Consulting, Inc. He also manages investments and serves as a trustee for several LLCs and family trusts.
Employment History
Current Registrations
Cambridge Advisors, LLC
State Registrations2 states
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