OPEN AN ACCOUNT

Please contact us to choose the account that best suits you.

We can be reached at 877-226-0477 or email us at client services.

Managed Account

  • Required for Cambria Armor Series Strategies

  • Full-automated portfolio

  • Align your financial goals with your values

  • Tax-aware automated investing

  • Annual IRA Custodial Fee: $25 year (if applicable)


Advisory Fees
(Annual Fee, billed monthly)

  • 2.00% on assets between $0.00 to $50,000.00

  • 1.9% on assets between $50,000.000 to $250,000.00

  • 1.8% on assets between $250,000.00 to $500,000.0

  • 1.65% on assets between $500,000.00 to $1,000,000.00

  • 1.45% on assets over $1,000,000.00


Brokerage Fees

  • Commission-Free

Discount Trading Account

  • Required to participate in IPOs, Reg A+ and other offerings

  • Hold existing stocks, ETFs, and mutual funds

  • Trade single stock, ETFs and mutual funds

  • Annual IRA Custodial Fee: $25 (if applicable)

  • Discounted Trading Fees: $4.00 window orders, $10.00 market (1) limit orders and $4.00 Auto Investment orders

  • Annual Fee: $30; waived if account participates in at least (1) IPO, Reg A+ or other offering per year

The online application is currently only available for accounts cleared through Folio Investments, Inc. By selecting “Next” you understand the application being submitted is for a brokerage account introduced by Cambria Capital, LLC to Folio Investments, Inc. If you would like to open an account with Cambria Capital, LLC cleared through Apex Clearing, LLC, Axos Clearing, LLC or Vision Financial Markets. LLC please contact our office.

Cambria Capital, LLC.

 

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Regulation A+ offerings have two phases – a pre-qualification phase and a post-qualification phase. Qualification is the term used by the SEC to indicate that the offering has been reviewed by the SEC and securities may be sold. During the pre-qualification phase, you may reserve securities to be purchased at a later date. All reservations are non-binding. A company will only be able to make sales of securities to you after it has filed an offering statement with the SEC and the SEC has qualified the offering statement. The Information in that offering statement will be more complete than the information that the company is providing to you prior to qualification and it could differ in important ways. You must read the offering statement and documents filed with the SEC before investing in any of the companies listed on our website. Unless the offering statement has been qualified, no money or other consideration is being solicited, and if sent, will not be accepted. No sales will be made or commitments to purchase accepted until the offering statement is qualified. 

By accessing this site and any pages thereof, you agree to be bound by its Terms of Use and Privacy Policy, as may be amended from time to time without notice or liability. 

Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, the content of this website is provided “as is" without warranty of any kind (either express or implied). 

Financial products listed on this website are only available to residents in the states where Cambria is registered. 

Neither the SEC nor any state regulator or other regulatory body has passed upon the merits of or given its approval to the securities, the terms of the offerings, or the accuracy or completeness of any offering materials or information posted on the site. 

Investments in Regulation A+ offerings are speculative and may involve a high degree of risk. Investors may receive illiquid stock that may have little to no secondary market. There can be no assurance the valuation is accurate or in line with the market or industry valuations. 

Securities sold through private placements are not publicly traded and are intended for investors who do not have a need for a liquid investment. Additionally, investors in private placements will receive restricted stock that will be subject to holding period requirements. 

 

Companies offering securities in Regulation A offerings and private placements tend to be in the earlier stages of development and have not yet been fully tested in the public marketplace. Investing in Regulation A+ offerings and private placements requires high risk tolerance, low liquidity concerns, and long-term commitments. Investors must be able to afford to lose their entire investment.