David Bernstein is a CFP-designated registered investment advisor at Connecticut Cambridge Advisors, based in Southport, CT, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
CT Cambridge Advisors generally works with clients on an annual retainer basis. The fee is determined by income, assets, and the complexity of the work. The annual retainer includes tax preparation, audit representation, and a simple will prepared by a local attorney.
CT Cambridge Advisors' financial planning fees are determined by the project needed. In some instances, the firm works for clients by the project or on an hourly basis.
Contact
David Bernstein
Location
Southport, CT
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Connecticut Cambridge Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams