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How does the advisor help clients – Key Takeaways:
CAMBRIDGE TRUSTEE ADVISORS INC. provides personalized financial guidance and expertise to help clients achieve their financial goals.
Facts and Insights
Founded in 2005, CAMBRIDGE TRUSTEE ADVISORS INC. has been in business for over 15 years and has built a strong reputation for providing reliable and effective financial services to clients. The firm has over $1 billion in assets under management and has a team of experienced and knowledgeable financial advisors.
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $1 billion | 25 |
Financial Services Offered
CAMBRIDGE TRUSTEE ADVISORS INC. offers a wide range of financial services to meet the diverse needs and goals of their clients. These include investment planning, retirement planning, estate planning, tax planning, risk management, and more.
Client Types
CAMBRIDGE TRUSTEE ADVISORS INC. caters to clients from all walks of life, including high net worth individuals, family offices, corporations, and institutional investors. The firm’s expertise and experience make them well-equipped to handle the unique financial needs of each client.
Fees & Compensation
CAMBRIDGE TRUSTEE ADVISORS INC. charges a percentage of assets under management as their advisory fee, which is typically between 0.5% to 1%. The firm has a transparent fee structure and works with clients to ensure their services are aligned with the client’s financial goals and objectives.
Background
The team at CAMBRIDGE TRUSTEE ADVISORS INC. is comprised of highly qualified and experienced financial advisors, many of whom hold advanced degrees and certifications in financial planning. They are dedicated to providing personalized and comprehensive financial guidance to help clients make informed decisions about their money.
Financial Advisor Disclosures to Know
CAMBRIDGE TRUSTEE ADVISORS INC. is a registered investment advisor (RIA) and as such, they have a fiduciary duty to act in the best interests of their clients. This means they must always put their clients’ interests ahead of their own and disclose any conflicts of interest that may arise.