Manuel Malvaez is a registered investment advisor at Camden Wealth Advisors LLC, based in Kingwood, TX, with 27 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 152 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Camden Wealth Advisors' fee for investment management is based on the value of your account and generally ranges from 0.75% to 1.25% of the assets managed. The fee is automatically deducted from your account quarterly. The exact fee depends on the number of portfolios managed by CWA.
Location
Kingwood, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Manuel is an independent contractor for Accesum Global Services since 2010, a business consulting firm, dedicating a few hours per week. He is also a co-owner of Accesum Consulting Service since 2009 and a consultant to real estate companies, spending minimal time on these activities.
Employment History
Current Registrations
Camden Wealth Advisors LLC
Previous Registrations
Stanford Group Company
State Registrations1 state
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