Cambridge Advisors provides investment management and financial planning services. Investment management includes ongoing investment advice and making investment decisions for clients. Financial planning includes advice on retirement, legacy, asset allocation, insurance, cash flow, and special goals. Cambridge Advisors also provides investment advice to retirement plans.
Assets Under Management$620M
Clients270
Advisors4
Avg. per Client$2.3M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable for accounts over $2 million, charitable accounts, and families with multiple accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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