Marc Sony is a registered investment advisor at Camden Wealth Advisors LLC, based in Kingwood, TX, with 20 years of industry experience. Marc 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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Marc works full-time as a portfolio analyst at Camden Wealth Advisors. This is an investment-related activity.
Employment History
Current Registrations
Camden Wealth Advisors LLC
Previous Registrations
Citigroup Global Markets INC.
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.