CP
CP

Cameron Parker

3 Years of Experience
Cincinnciati, OH

Cameron Parker is a registered investment advisor at Bullseye Investment Management, LLC, based in Cincinnciati, OH, with 3 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,120 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
1,120 clients
Average Client Portfolio
$202K average
Assets Under Management
$226.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$150
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K2.00%
$50K - $100K1.75%
$100K - $250K1.60%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.10%
$2.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5M+0.90%

Fees are negotiable for accounts over $5,000,000. Accounts are also subject to a $150 minimum annual fee and a $4 per month technology fee.

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

4100 Executive Park Drive, Suite 210, Cincinnciati, OH, 45241

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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

Cameron is a full-time relationship manager for U.S. Bank, NA, overseeing credit activities for governmental customers. He also performs some consulting work for high net worth individuals.

Employment History
Current Registrations
Bullseye Investment Management, LLC
October 2022 - Present · 4 yrs
State Registrations2 states
KYOH
Advisor

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.

Exams
No exam information available for this advisor.