Glenn Downing is a CFP-designated registered investment advisor at Camerondowning, INC., based in Miami, FL, with 27 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 85 clients with $41M 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 - $2.5M | 0.75% |
| $2.5M+ | 0.70% |
This fee schedule is for assets held at TD Ameritrade. For crypto assets held at Gemini and Prime Trust through Onramp Invest, CameronDowning charges a flat monthly fee of 1% per year. Onramp Invest also charges .75% fee on all transactions, both buys and sells, and an additional .5% fee for using its asset allocation program.
Fee Estimator
Location
Miami, FL
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Glenn works as an insurance broker for several insurance companies through Cameron-Downing since 2013. This is a full-time activity during trading hours.
Employment History
Current Registrations
Camerondowning, INC.
Previous Registrations
Esi Financial Advisors
Esi Financial Advisors
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.