At Cambridge Southern Financial Advisors, we operate under
a stringent code of ethics, placing our clients at the
center of our focus. Since we are compensated solely by
our clients and do not accept any commissions or payments
from outside sources, we in a unique position to provide
truly objective advice. Our clients derive significant
benefits as a result.
Our wealth management fee is based on a small percentage
of the investment assets under our advisement, with
the percentage decreasing on higher levels of assets.
Fees are generally payable quarterly. Separate fixed
fees are charged for business or real estate coaching
services, if any.
We feel that this fee-only focus enhances the integrity
of our client-advisor relationships and keeps our clients’
interests at the heart of what we do. As fee-only wealth
managers, we eliminate any conflict of interest that
may arise from accepting a commission or finder’s
fee.
As members of NAPFA (National Association of Personal
Financial Advisors), the most selective association
of fee-only comprehensive financial advisors, we have
sworn to maintain a fiduciary obligation to our clients.
We agree to:
1. Always act in good faith and with candor.
2. Be proactive in disclosing any conflicts of interest
that may impact a client.
3. Not accept any referral fees or compensation contingent
upon the purchase or sale of a financial product.
For more information about NAPFA and to read the Fiduciary
Oath in its entirety, click
here.
Prospective
clients, please click here.
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