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Our Fees

Cambridge Advisors is a fee-only firm and we believe in complete disclosure regarding fees.  We have no hidden fees or imbedded expenses.  The only source of revenue we receive is from the investment management fee.  We believe a fee-only arrangement (no commissions or revenue sharing programs, no company branded products) is best for clients because our advice is entirely objective and free from any conflicts of interest.  Our typical quarterly investment management fee is 0.25% of the assets under management and includes all investment management and financial planning services. 

For clients whose investable assets do not meet our minimum, we offer the financial planning services on a stand-alone basis for a stated fee of $2,500.

 

ATTENTIVE      ♦      TRUSTED      ♦      ACCESSIBLE