Cambridge Financial Group (CFG) offers financial planning and investment advisory services to individuals and families. CFG provides advice on taxes, estate planning, risk management, and retirement planning. CFG manages investments with the client's permission to make trades without asking in advance. CFG does not sell insurance or investment products and does not accept commissions.
Fee Structure
Cambridge Financial Group (CFG) includes investment management services as part of its Standard Retainer and Edge Ahead agreements.
With the Edge Ahead agreement, the annual fee is 1.5% of your gross income, with a $3,200 minimum annual fee.
CFG may use a third-party sub-advisor, Asset Dedication, for ongoing supervision and investment management. The sub-advisor charges an additional 0.13% of the value of your portfolio per year.