Cambridge Financial Group, INC.

Fee-Only (% of Portfolio)

Cambridge Financial Group manages investment portfolios for individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. Cambridge uses various investment vehicles, including equity securities, exchange-traded funds, and U.S. government securities. They employ charting, quantitative, fundamental, and technical analysis to manage client portfolios. Cambridge participates in wrap fee programs sponsored by various brokerage firms.

Assets Under Management$320M
Clients308
Advisors3
Avg. per Client$1M
Avg. per Advisor$110M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

3 Advisors at this firm

Cambridge Financial Group, INC. | TrueAdvisor