Cambridge Wealth Management (CWM) offers investment management and financial planning services. CWM works with individuals, high-net-worth individuals, pension and profit-sharing plans, estates, corporations, and charitable organizations. CWM provides investment analysis, asset allocation, and ongoing monitoring of client portfolios. Financial planning services include a written report covering personal finances, taxes, investments, insurance, retirement, death and disability, and estate planning. CWM also offers consulting services on specific financial topics.
Assets Under Management$30M
Clients28
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$30M
www.facebook.com/cambridgewealthmanagement ·www.linkedin.com/company/cambridge-wealth-manag... ·www.cwllc.com
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees are negotiable. Employees and their family related accounts are charged a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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