Advisor at Cambridge Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cambridge Wealth Management, LLC
Location
Cambridge, NY 12816
Credentials
Series 63, Series 65
Industry experience
30 years
$4,000 flat fee for comprehensive financial planning
$0 - $750,000: 1.25% $750,001 - $1,500,000: 0.95% $1,500,001 - $2,500,000: 0.85% $2,500,001 - $3,500,000: 0.75% $3,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55%
$300 per hour for financial planning annual reviews and consulting services (waived for clients with $500,000+ assets under management paying asset fees)
Account minimum: $500,000 (minimum household value; exceptions possible at firm's discretion) Minimum fee: Minimum management fee of 0.55% annually
Mutual Securities, Inc.
2014 - 2018 (4 years)
Cambridge Wealth Management, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Edward Jones
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Jake Austro is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans tailored to their goals and needs. He has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Investment Consultant before assuming his current position in 2025. Prior to joining Fidelity, Jake worked as a Relationship Banker at Bank of America from 2022 to 2023. His professional experience focuses on financial planning and investment consulting, helping clients make informed decisions regarding their family's wealth. Outside of his professional work, Jake enjoys fishing, fitness, golf, spending time at the lake, and outdoor adventures.
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Erin Leonard currently serves as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2013. She has been active in the financial services industry since 2007, with prior roles as a Financial Advisor at UBS Financial Services, Inc, Raymond James & Associates, Inc, Purshe Kaplan Sterling, and LPL Financial. Her professional focus is on partnering with individuals and families to develop, implement, and maintain financial plans centered around saving, spending, and protecting assets. She aims to help clients position themselves to achieve their financial goals. No information regarding education, credentials, personal interests, or community involvement was provided.
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