Cambria Capital offers personalized investment advice and portfolio management. Cambria works with clients to understand their goals and risk tolerance, then creates a portfolio using stocks, bonds, mutual funds, and other investments. Strategies can include long-term investing or active trading. Cambria also offers access to third-party money managers through platforms like Envestnet and Zacks. Cambria representatives can also provide advice on a non-discretionary basis, where the client makes the investment decisions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.00% |
Fee schedule is for non-wrapped fee accounts (Representative as Advisor, Envestnet). Fees may be negotiable. For accounts using Envestnet as a sub-advisor, the fees paid to the portfolio managers range between 0.35% and 0.5%, and Envestnet charges a platform fee between 0.09% and 0.58%. Wrapped fee accounts (Cambria Armor Series Strategies, Actively Managed Global ETF Strategy, and Zacks) have a different fee schedule.