Cambridge Trustee Advisors (CTA) is a registered investment advisor that provides ongoing investment advice and manages investments for clients based on their individual needs. CTA works with clients to establish financial goals and objectives and then creates and manages a portfolio to meet those needs. CTA manages accounts on a discretionary basis, primarily investing in common stocks and bonds. CTA may use sub-advisors to manage client assets.
Assets Under Management$50M
Clients45
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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