Cambridge Retirement Partners provides investment management and retirement planning services to individuals, high-net-worth individuals, corporations, and retirement plans. Services include portfolio construction, asset allocation, retirement readiness planning, and advice on investment options within retirement plans. The firm's advice focuses primarily on assisting clients with retirement planning and preparation.
Assets Under Management$240M
Clients24
Advisors2
Avg. per Client$9.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Cambridge Retirement Partners charges up to 2% annually for investment management, based on the value of your portfolio and the complexity of managing it. This fee is negotiable, and the final agreed-upon fee will be outlined in your advisory agreement.
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