CW
CFA
CW
CFA

Camp Rooker Wynn

16 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
934 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.75%
$2.5M - $5.0M0.60%
$5.0M - $7.0M0.50%
$7M+0.38%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,000
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Location

233 South Pine Street, Spartanburg, SC, 29302

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Camp is employed by Colonial Trust Company as Vice Chairman, Executive Vice President, Chief Investment Officer, and Senior Trust Officer. He dedicates about a third of his time to Colonial Trust Company, focusing on investment management, fiduciary decision making, administrative oversight, and compliance.

Employment History
Current Registrations
Colonial Trust Advisors, INC.
March 2009 - Present · 16 yrs 11 mos
State Registrations2 states
SCTX
Advisor
Exams
No exam information available for this advisor.
Camp Rooker Wynn - Financial Advisor | TrueAdvisor