Our Fees

Cambridge Advisors is a fee-only firm and we believe in complete disclosure regarding fees. Cambridge Advisors has 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 advantageous for clients because it keeps our advice objective. Our stated quarterly investment management fee for new clients is 0.25% of the assets under management and includes all investment management and financial planning services. For households above $2 million, our fees are discounted according to the chart. Some existing clients may be under a legacy fee schedule. Not-for-profit organizations and retirement plan clients may fall under a different fee schedule.

For clients whose investable assets do not meet our $500,000 household minimum, we offer the financial planning services on a stand-alone basis for a stated fee of $2,500.