Eaton-Cambridge provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, and business entities. Eaton-Cambridge offers investment management services, selection of third-party money managers, financial planning services, and tax services. Eaton-Cambridge primarily recommends exchange-traded funds and individual stocks in limited circumstances.
Assets Under Management$480M
Clients311
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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