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. Their firm serves 878 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Camelot Portfolios manages investment portfolios, charging a percentage of the assets. Fees are negotiable, but generally range from 0.50% to 2.00% per year. The exact fee may be split between Camelot and the referring investment professional. Clients who come directly to Camelot will not necessarily pay the maximum fee. Clients withdrawing funds from a strategy will be charged a $100 withdrawal fee, which may be waived.
Location
Wilmette, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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