Paul Hoffmeister is a registered investment advisor at Camelot Portfolios, LLC, based in Wilmette, IL, with 8 years of industry experience. Paul 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
Wilmette, IL
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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
Paul is the President of PKH Group LLC, which is related to sales of CMMS software, and spends minimal time on it. He also serves as a portfolio manager and managing member for Camelot Event-Driven Advisors and KHA Capital, spending about 10-20% of his time on Camelot and a few hours per week on KHA Capital.
Employment History
Current Registrations
Camelot Portfolios, LLC
State Registrations2 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.
Exams
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