Cambridge Digital Asset Group (CDAG) offers portfolio management services based on individual client goals and risk tolerance. CDAG creates an Investment Policy Statement for each client. CDAG also offers consulting services to pension or other employee benefit plans, including 401(k) plans. CDAG generally provides investment advice on a broad range of traditional and diversified investment products.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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