Alicia Klein is a CFP-designated registered investment advisor at Cambridge Financial Group, LLC, based in Tucson, AZ, with 13 years of industry experience. Alicia 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 281 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Financial Group (CFG) includes investment management services as part of its Standard Retainer and Edge Ahead agreements.
With the Edge Ahead agreement, the annual fee is 1.5% of your gross income, with a $3,200 minimum annual fee.
CFG may use a third-party sub-advisor, Asset Dedication, for ongoing supervision and investment management. The sub-advisor charges an additional 0.13% of the value of your portfolio per year.
Location
6700 N. Oracle Rd., Suite 324, Tucson, AZ, 85704
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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.
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Alicia is a board member for FPA of Southern Arizona since August 2018, dedicating minimal time. She is also a board member for ACP since January 2019, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Financial Group, 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.