Investment Advisory Fee
We are a fee-based firm. This simply means that we charge an annual fee for our suites of services and comprehensive planning approach. Investment Advisory fees include comprehensive financial planning services as frequently as annually.
Our advisory fees are typically deducted quarterly from your accounts.
The financial planning fees (fees) described above may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Cambridge Investment Research and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.