Cambria Wealth Management offers investment and financial planning services, managing portfolios based on client objectives. They use a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and mutual funds. Cambria may recommend other advisors through managed account programs. Financial planning includes portfolio customization, investment strategies, retirement planning, tax optimization, and estate planning.
Assets Under Management$110M
Clients107
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$110M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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