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OPEN AN ACCOUNT

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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.

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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

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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.

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