Cambridge Capital Management (CCM) manages investment portfolios tailored to individual client needs. CCM gathers information about a client's goals, risk tolerance, and financial situation to create a personalized investment plan. CCM manages accounts on a discretionary basis, meaning they can make trades without asking for permission first. CCM also offers financial planning services, which may include retirement planning, estate planning, and tax planning. For clients who only want financial planning, CCM charges a flat fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $2.0M | 0.75% |
| $2.0M - $7.5M | 0.50% |
| $7.5M+ | 0.40% |
Fees are negotiable based on certain criteria. Discounts may be offered to family members. For investment management services on assets held at an employer sponsored retirement plan CCM charges an annual fee of 0.40%.
