Fiduciary advisors in Cambridge, NY
3 registered advisers
As a New York city, Cambridge maintains a small but active advisory presence. 3 SEC-registered fiduciary firms serve the area, 3 on a fee-only basis.
CAMBRIDGE WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$30M
Minimum--
Clients93
MAIDSTONE WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$25M
Minimum--
Clients33
WEATHERHELM CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$83M
Minimum--
Clients204