Eaton-Cambridge INC.
Assets Under Management
$392.2M
Number of Clients
298
Number of Advisors
4
Average Client AUM
$1.3M
AUM per Advisor
$98.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Eaton-Cambridge Inc. provides investment management, selection of third-party money managers, financial planning, tax services, advisory services to retirement plans, and estate planning. They primarily recommend mutual funds and ETFs, and individual stocks in limited circumstances. The firm's investment philosophy is based on Modern Portfolio Theory and the Efficient Market Hypothesis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fees are negotiable at the sole discretion of the Advisor. A minimum annual fee of $5,000 will be charged on accounts below $350,000.
Fee Estimator
Investment advisory fees are charged quarterly in advance, based on the portfolio's value. Fees are progressive, meaning you pay different rates for different asset levels. For accounts under $350,000, a minimum annual fee of $5,000 ($1,250/quarter) applies. Fees are negotiable at the Advisor's discretion. Financial planning fees range from $2,500 to $10,000, due upon execution of the agreement. Tax services may or may not be included as part of the advisory services.
Areas of Practice
Location
5090 N. 40th Street Suite 205, Phoenix, AZ, 85018