Assets Under Management
$392.2M
Number of Clients
298
Number of Advisors
4
Average Client AUM
$1.3M
AUM per Advisor
$98.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Eaton-Cambridge Inc. provides customized advisory services including investment management, selection of third-party managers, financial planning, tax services, and estate planning. They primarily recommend mutual funds and ETFs, and offer discretionary portfolio management. Financial planning covers cash flow, retirement, portfolio, education savings, and estate analysis. Estate planning is facilitated through Wealth.com.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fees are negotiable at the sole discretion of the Advisor. A minimum annual fee of $5,000 will be charged on accounts below $350,000.
5090 N. 40th Street Suite 205, Phoenix, AZ, 85018