Cambridge Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$29,621,830
Total clients
26
65% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$1,139,301
Client services
Fee options
$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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Cambridge Wealth Management, LLC
5 Washington St., Suite 2
Cambridge NY 12816, United States
Number of offices
1
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