Cambridge Advisors INC
Assets Under Management
$622.0M
Number of Clients
270
Number of Advisors
4
Avg. Portfolio per Client
$2.3M
Avg. Managed per Advisor
$155.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Cambridge Advisors offers investment management, where they make investment decisions for you, and financial planning, which includes advice on retirement, legacy, and insurance. They tailor portfolios to your needs and risk tolerance, using stocks, mutual funds, and exchange traded funds. For those who don't need investment management or meet the minimum, they offer standalone financial planning. Cambridge Advisors also provides investment advice to retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for accounts over $2 million may be negotiable. Fees are charged quarterly at 0.25% of the market value.
Fee Estimator
Areas of Practice
Location
17330 Wright Street, Suite 205, Omaha, NE, 68130