Brian Mahoney
Brian Mahoney is a registered investment advisor at Camelot Wealth Management, LLC, based in Oldsmar, FL, with 16 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 101 clients with $66M 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 $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $25.0M | 0.80% |
| $25M+ | 0.75% |
Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Oldsmar, FL
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 →Other Business ActivitiesSells Insurance
Brian owns rental properties through BGM Property Management since 2011, dedicating minimal time. He is also a licensed independent insurance agent in Florida since 2019 and a board member of Oldsmar Fire Fighter Pension Board since 2020.
Employment History
Current Registrations
Camelot Wealth Management, LLC
Previous Registrations
Charles Schwab & CO., INC.
State Registrations3 states
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.