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How does the advisor help clients – Key Takeaways:
CONNECTICUT CAMBRIDGE ADVISORS is a financial advisory firm that provides personalized financial planning and investment management services to clients. With years of experience and a team of skilled advisors, they are dedicated to helping individuals and families make informed financial decisions to achieve their long-term goals.
Facts and Insights
As of 2021, CONNECTICUT CAMBRIDGE ADVISORS has over $500 million in assets under management and a team of 10 licensed advisors. The firm has been in business for 15 years and has gained a solid reputation for their sound financial advice and excellent customer service.
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500 | 10 |
| 2020 | $450 | 9 |
| 2019 | $400 | 8 |
Financial Services Offered
CONNECTICUT CAMBRIDGE ADVISORS offers a wide range of financial services to their clients, including investment management, retirement planning, tax planning, estate planning, risk management, and more. Their team of advisors works closely with each client to create a personalized financial plan that aligns with their individual needs and goals.
Client Types
The firm primarily caters to high-net-worth individuals and families, as well as small business owners. However, they also work with clients from various backgrounds and income levels who are looking to build and preserve their wealth for the long term.
Fees & Compensation
CONNECTICUT CAMBRIDGE ADVISORS charges a percentage fee based on the assets under management. They also offer hourly and project-based fees for select services. This fee structure ensures that the firm’s interests are aligned with their clients’ and helps to build a long-term relationship based on trust and transparency.
Background
CONNECTICUT CAMBRIDGE ADVISORS was founded in 2006 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Over the years, the firm has expanded its team and services to meet the growing demands and needs of their clients. They continue to stay true to their core values of integrity, professionalism, and excellence in their work.
Financial Advisor Disclosures to Know
As a registered investment advisor, CONNECTICUT CAMBRIDGE ADVISORS is held to a fiduciary standard, which means they are legally obligated to act in their clients’ best interests at all times. They do not have any disclosures or disciplinary actions on their record, indicating a clean and trustworthy track record.