Frank Echelmeyer is a registered investment advisor at Camelot Portfolios, LLC, based in Maumee, OH, with 20 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 791 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable, but generally range from 0.50% to a maximum of 2.00%.
Fee Estimator
Location
1700 Woodlands Dr, Suite 100, Maumee, OH, 43537
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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 Activities
Frank is a Relationship Manager and Chief Compliance Officer at Camelot Portfolios, LLC, dedicating nearly full-time hours to this role. He also serves as a trustee for Christ the King Parish's Endowment Fund and Baby University, and as CCO for Atlantis Wealth Advisors, LLC and Munn Wealth Management, LLC.
Employment History
Current Registrations
Camelot Portfolios, LLC
Previous Registrations
Atlantis Wealth Advisors LLC
Realta Equities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
United Advisors
Securities America, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Metlife Securities INC.Broker
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
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.
Exams
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