Cambridge Financial Advisors offers services for a fixed annual fee, determined by income, assets, complexity, advisor experience, and other factors. Initial year fees for the Standard Full-Service Agreement range from $2,000 to $23,000, with renewal fees generally 60%-90% of the first-year fees. Project or Limited Agreements are also available for a pre-negotiated fixed fee, with financial plans ranging from $500 to $9,500. Fees are paid quarterly in advance.
339 E Highway 50, Suite 104, Salida, CO, 81201
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Learn about disclosures →Joel is a volunteer member of the endowment sub-committee for Christ Church Cathedral Episcopal Church since December 2022. He dedicates minimal time to this non-investment related activity, assisting the vestry in monitoring investment performance.