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.
CFP®, Series 66
Greenwich, NY
Edward Jones
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Edward Jones
Series 65, Series 66
Albany, NY
Fidelity
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.
Series 65
Cambridge, NY
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