Cambient Family Office provides investment advisory services, including wealth management and financial planning, to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses. Cambient works with clients to identify their investment goals, risk tolerance, and financial situation to develop a customized investment approach. Cambient constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks, bonds, options, alternative investments, or cryptocurrency.
Fee Structure
Cambient Family Office's wealth management fees range from 0.50% to 1.50% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship with Cambient. Fees are paid monthly, based on the market value of assets under management at the end of each month. Cambient's fees include securities transaction fees, wire fees, and certain other administrative fees charged by the custodian. Certain client investments are deemed “assets under supervision” and are billed at an annual fee rate of 0.15%.