Cambridge Cape Cod Advisors (CCCA) provides financial planning and investment advisory services to retired and upper-income individuals and families. CCCA offers services to meet investment, tax, risk management, retirement planning, and business development needs. CCCA may recommend other portfolio investment managers, which will charge separate fees.
Assets Under Management$190M
Clients123
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
CCCA may charge an investment management fee on certain accounts. This fee will be between 0.25% and 0.50% of the total account value. No fee will be charged on cash, cash equivalents, or money market funds.
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