Cambridge Cape Code Advisors Financial Planning & Wealth Management

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Fees…Fee-Only Financial and Investment Advice

Cambridge Cape Cod Advisors provides financial and investment advice to individuals on a fee-only basis.

  • No financial products are ever sold.
  • The fee is based on income, net worth, and the complexity of your tax situation.
  • The minimum annual fee is $10,000.
  • Your individual fees would be discussed at Meeting #2, the Investment Plan Meeting.
  • All fees are disclosed and are designed with the intent to be lower than what your current portfolio is costing you.
 


Gregory Fenton
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“I play several roles in my client’s life: Philosopher (the person who asks the tough questions), Strategist (the person who outlines the complex tax or estate planning strategies to move a client forward), Capitalist (the person who encourages and helps clients make money), and Source of inspiration (the person who helps clients bring out the best in themselves).”
 


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