Cambyses Financial Advisors offers investment advice and financial planning to individuals, pension plans, charities, trusts, and businesses. Cambyses helps clients with portfolio management, retirement planning, and other financial goals. All accounts are managed on a non-discretionary basis, meaning Cambyses needs your permission before making any trades.
Assets Under Management$9.8M
Clients19
Advisors1
Avg. per Client$520K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:$150K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.30% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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