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.