Patrick Daly is a registered investment advisor at Cambridge Trustee Advisors INC, based in Cambridge, MA, with 31 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee for Investment Management Services will be charged as a percentage of assets under management and will not exceed 2% of the value of the client’s portfolio. Fees may be negotiable. The assets of related clients may be aggregated for the purposes of determining the fee.
Fee Estimator
Location
43 Thorndike Street, Cambridge, MA, 02141
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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
Cambridge Trustee Advisors INC
State Registrations1 state
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