Fee Schedule

Cambridge Financial Services

Table of Fees for Services

Carefully read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”), as these sections of the Brochure contain important details about Cambridge Financial Associates advisory services and fees. Fees are not negotiable. The fees below will only apply to you when you request the services listed.

 

Fees Charged by

Investment Adviser

Fee Amount

Frequency Fee is Charged

Services

Assets Under Management Fee

NA

 

 

Hourly Fee

$200/hr.

At conclusion of project

Financial Consultation

Subscription Fee

NA

 

 

Fixed Fee

NA

 

 

Commissions to the Adviser

Depends on product

As applicable

Insurance/annuities

Performance-based Fee

NA

 

 

Annual Advisory Service

Individualized

Quarterly

Ongoing financial support and advice

Fees Charged by Third Parties

Fee Amount

Frequency Fee is Charged

Services

Third Party Money Manager

NA

 

 

Robo-Adviser Fee

NA

 

 

Talk with your Adviser about fees and costs applicable to you

 

Additional fees and costs to discuss with your Adviser

Additional Fees/Cost

Yes/No

Paid To

Brokerage Fees

No

 

Commissions

Yes

By insurance company per product purchased

Custodian Fees

No

 

Mark-ups

No

 

Mutual Fund/ETF

Fees and Expenses

No

 

 

 

 

 

 

 

 

         

                    

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