Cambridge Associates Fees & Minimum

Overview

Headquarters: Boston, MA
Total Firm Assets: $326.7 billion
Average High-Net-Worth Client Portfolio Size: $409.1 million

Fee Disclosure

Source: CAMBRIDGE ASSOCIATES, LLC BROCHURE (2026-03-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	0.60%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$6,000	0.60%
$5 million	$30,000	0.60%
$10 million	$60,000	0.60%
$50 million	$300,000	0.60%
$100 million	$600,000	0.60%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 26.67%
Number of High-Net-Worth Clients: 213
Total Client Accounts: 604
Discretionary Accounts: 248
Non-Discretionary Accounts: 356

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 104942

CAMBRIDGE ASSOCIATES, LLC BROCHURE (2026-03-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Cambridge Associates, LLC