Cambridge Advisors offers investment advice and financial planning to individuals, families, businesses, and retirement plans. They create personalized investment plans based on your goals, risk tolerance, and financial situation. Cambridge manages accounts on a discretionary or non-discretionary basis. They may recommend mutual funds, ETFs, stocks, bonds, and other investments. Financial planning covers retirement, estate, tax, and education planning.
Assets Under Management$43M
Clients61
Advisors1
Avg. per Client$700K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Cambridge may negotiate an alternative or fixed fee arrangement for portfolio management services at the full discretion of management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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