Karen Cameron
Karen Cameron is a registered investment advisor at Northern Trust Securities, INC, based in Tequesta, FL, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,283 clients with $1.3B 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
These fees apply to Fund Strategist Portfolio, Strategist UMA, Equity and Balanced SMA strategies. Manager fees are included in the total account fee and are subject to change without notice. Optional Tax and/or Overlay Services are assessed a fee on all assets in addition to the account asset management fee. Accounts employing both Tax Overlay Services and Impact Overlay Services will be charged only one overlay service fee. Overlay Service Fees: First $10Mil 0.10%, $10Mil - $25Mil 0.08%, Assets over $25Mil 0.05%
Fee Estimator
Location
Tequesta, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2004Employment History
Current Registrations
Northern Trust Securities, INC
Northern Trust Securities, INC.
Northern Trust Securities, INC.Broker
Previous Registrations
Morgan StanleyBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
State Registrations41 states
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