Cambria Wealth Management offers customized investment management and financial planning services for individuals, trusts, estates, and businesses. Justin Rees leads the firm, which builds tailored portfolios using a tactical allocation strategy designed to reduce risk and enhance returns across a wide variety of securities. In addition to ongoing portfolio management, Cambria Wealth Management provides comprehensive financial planning, covering retirement strategies, tax optimization, cash flow analysis, and estate planning. The firm operates on a discretionary basis, meaning the team makes trades on behalf of clients according to agreed-upon goals. Cambria Wealth Management does not have any minimum account size requirements for opening or maintaining an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% depending on strategy complexity and account size. Fees are negotiable.