Carlos Perez
Carlos Perez is a registered investment advisor at Camden Wealth Advisors LLC, based in Houston, TX, with 26 years of industry experience. Carlos 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
Houston, TX
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Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Carlos co-owns Accesum Consulting Services, providing market development consulting in Mexico and Latin America, dedicating a few hours per week. He also works as an independent contractor for Accesum Global Services, providing business/management consulting and referrals to financial institutions, spending minimal time on this investment-related activity. Additionally, Carlos is involved in business development and consulting for Mascoat, dedicating minimal time.
Employment History
Current Registrations
Camden Wealth Advisors LLC
Previous Registrations
Doliver Capital Advisors, L.P.
Camden Wealth Advisors LLC
Stanford Group Company
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.