Aaron Lawson is a registered investment advisor at Camelback Capital Management, LLC, based in Phoenix, AZ, with 28 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
The maximum annual fee charged for investment advisory services will not exceed 3.00%. Fees are negotiable.
Fee Estimator
Location
Phoenix, AZ
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Camelback Capital Management, LLC
Previous Registrations
First Financial Equity Corporation
First Financial Equity CorporationBroker
Silber Bennett Financial, INC.Broker
Lawson Financial CorporationBroker
Princor Financial Services CorporationBroker
Kensington Securities, INC.Broker
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.