Cambier Capital is a registered investment advisor owned by Darin Roth, offering personalized wealth management and family office services. Cambier Capital builds customized investment portfolios using mutual funds, exchange-traded funds, individual stocks, and fixed-income securities, generally operating on a discretionary basis to align with each client's specific goals, time horizon, and risk tolerance. In addition to managing investments, Cambier Capital provides general non-securities advice covering tax and budgetary planning, cash flow forecasting, charitable giving, insurance planning, education planning, estate planning, and business succession planning. For high-net-worth individuals and business owners, Cambier Capital offers comprehensive family office services tailored to complex financial situations. The firm may also recommend independent third-party managers or private investment funds when appropriate. Cambier Capital emphasizes a long-term investment approach while maintaining flexibility to reallocate positions as needed for market conditions or client objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fees are negotiable and generally range between 0.25% and 1.25% (25 to 125 basis points) depending on client type, account complexity, and total assets managed.