Camp Wynn is a CFA-designated registered investment advisor at Colonial Trust Advisors, INC., based in Spartanburg, SC, with 17 years of industry experience. Camp operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 934 clients with $1.7B 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.38% |
Fees may be negotiable. Minimum annual fixed fee is $1,000.
Fee Estimator
Location
233 South Pine Street, Spartanburg, SC, 29302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →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.
State Registrations2 states
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