Camie Quigley
Camie Quigley is a registered investment advisor at Petros Family Wealth, LLC, based in Bloomington, MN, with 25 years of industry experience. Camie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 533 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.40% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be based on cumulative household assets under management. For investment and portfolio management services Petros provides to certain clients or for specific client holdings (e.g., held-away assets, 529 plans, etc.), we may negotiate a fee rate that differs from our standard fee.
Fee Estimator
Location
8500 Normandale Lake Blvd, Suite 850, Bloomington, MN, 55437
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2020Regulatory
July 2006Other Business Activities
Camie is involved with CMQ Enterprises LLC, an interior design and staging business, since 2014. She spends a few hours per week on this non-investment related activity, helping people stage their homes for sale.
Employment History
Current Registrations
Petros Family Wealth, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
RBC Dain Rauscher INC.Broker
H&r Block Financial Advisors, INC.Broker
Financial Network Investment CorporationBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Charles Schwab & CO., INC.Broker
Dain Bosworth IncorporatedBroker
John G. Kinnard and Company, IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.