Cullen Roche is a registered investment advisor at Orcam Financial Group, LLC, based in Encinitas, CA, with 18 years of industry experience. Cullen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 115 clients with $170M 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 $2.0M | 0.35% |
| $2M+ | 0.25% |
Fees are negotiable and the use of the Discipline Fund ETF in any portfolio gives Orcam the flexibility to customize a fee structure using the Discipline Fund ETF in combination with a more suitable fee structure (whether it be flat fee, no management fee or some combination of flat fee and AUM fee). Certain Clients may pay different fees depending on the inception of their relationship with Orcam, and other factors.
Fee Estimator
Location
Encinitas, CA
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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 →Employment History
Current Registrations
Orcam Financial Group, LLC
Previous Registrations
Alethea Capital Management, LLC
Orsus Investments, LLC
Merrill Lynch Pierce Fenner & Smith INC.
MML Investors Services, INC.
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.