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
About
Cambridge Wealth Management provides discretionary investment management, comprehensive financial planning, and consulting to individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans, estates, corporations, and charitable organizations. The firm manages under $30 million for a small client base and accepts households above a stated minimum while retaining discretion to accept smaller accounts.
The firm’s investment process is rooted in a holistic planning framework with a bottom‑up fundamental focus, strategic asset allocation complemented by tactical “best ideas,” and disciplined rebalancing across mutual funds, ETFs, individual bonds, and equities. It also employs more active portfolio tools when appropriate, including option strategies (such as covered calls and hedges), tax‑loss harvesting, and the use of margin/borrowing in managed accounts.
Distinctive features relative to peers include the combination of solo‑practitioner scale with institutional and retirement‑plan clients, and regular public and client educational seminars that are offered free of charge. The firm also uses third‑party platforms for reporting and administration and documents specific policies for derivatives, margin, trade aggregation, and proxy voting to govern those less common activities.
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.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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