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.
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Fees Charged by Investment Adviser |
Fee Amount |
Frequency Fee is Charged |
Services |
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Assets Under Management Fee |
NA |
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Hourly Fee |
$200/hr. |
At conclusion of project |
Financial Consultation |
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Subscription Fee |
NA |
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Fixed Fee |
NA |
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Commissions to the Adviser |
Depends on product |
As applicable |
Insurance/annuities |
|
Performance-based Fee |
NA |
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Annual Advisory Service |
Individualized |
Quarterly |
Ongoing financial support and advice |
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Fees Charged by Third Parties |
Fee Amount |
Frequency Fee is Charged |
Services |
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Third Party Money Manager |
NA |
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Robo-Adviser Fee |
NA |
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Talk with your Adviser about fees and costs applicable to you |
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Additional fees and costs to discuss with your Adviser |
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Additional Fees/Cost |
Yes/No |
Paid To |
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Brokerage Fees |
No |
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Commissions |
Yes |
By insurance company per product purchased |
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Custodian Fees |
No |
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Mark-ups |
No |
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Mutual Fund/ETF Fees and Expenses |
No |
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