Cambridge Financial Advisors, LLC
Assets Under Management
N/A
Number of Clients
197
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Cambridge Financial Advisors, LLC is a fee-only firm offering financial planning and investment advisory services to individuals. Services are tailored to each client's needs and may include portfolio analysis, asset allocation, tax planning, retirement planning, insurance review, and estate planning. They advocate a passive investment approach with periodic rebalancing.
Fee Structure
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.
Areas of Practice
Location
339 E Highway 50, Suite 104, Salida, CO, 81201