Stephen Wilbur is a CFP-designated registered investment advisor at Cambient Family Office, LLC, based in Ada, MI. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 112 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambient Family Office's wealth management fees range from 0.50% to 1.50% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship with Cambient. Fees are paid monthly, based on the market value of assets under management at the end of each month. Cambient's fees include securities transaction fees, wire fees, and certain other administrative fees charged by the custodian. Certain client investments are deemed “assets under supervision” and are billed at an annual fee rate of 0.15%.
Location
4690 E. Fulton Street, Suite 203, Ada, MI, 49301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cambient Family Office, LLC
State Registrations2 states
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