Cambridge Financial Services, LLC (CFS) offers personalized wealth management services, including financial objectives, budgeting, cash flow management, insurance needs analysis, investment management, education funding, retirement planning, and estate planning. CFS is a fee-only firm, and builds strong personal relationships with clients to understand their goals and objectives. CFS manages investments on a discretionary basis, and clients use Charles Schwab Institutional for custody, brokerage, and clearing services.
Assets Under Management$5M
Clients52
Advisors1
Avg. per Client$96K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.15% |
| $100K - $500K | 0.88% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.33% |
Fees may be negotiable, reduced, or waived at Cambridge Financial Services' discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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