Kurt Camden
Kurt Camden is a registered investment advisor at Vantage Financial Group, INC., based in Cleveland, OH, with 23 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,546 clients with $790M 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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Some legacy clients may have linear schedules. Clients can also elect to pay a flat asset-based fee of up to 2.25% annually.
Fee Estimator
Location
6200 Rockside Rd, Cleveland, OH, 44131
Get directionsHistory
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
Kurt is an independent insurance agent selling fixed annuities, though he spends minimal time on this. He is also a business development director/RR for Vantage Financial Group, a co-owner of 6200 Rockside Road LLC (which owns the building that Vantage Financial Group leases), a youth sports coach, and an investment advisory representative for Vantage Financial Group.
Employment History
Current Registrations
Vantage Financial Group, INC.
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
First Investors CorporationBroker
State Registrations27 states
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.