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Cameron Wright Lavey

15 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
4,072 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $200K2.00%
$200K - $400K1.50%
$400K - $3.0M1.00%
$3.0M - $8.0M1.00%
$8M+0.75%

Fees may be discounted or negotiated at Genter Capital’s discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$4,750
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Location

11601 Wilshire Blvd., 25th Floor, Los Angeles, CA, 90025-1770

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Cameron is a Vice President and Product Manager at Genter Capital Management, an investment management firm, since 2010. This role, involving relationship and product management, occupies Cameron full-time.

Employment History
Current Registrations
Imst Distributors, LLC
January 2013 - Present · 13 yrs 1 mo
Imst Distributors, LLCBroker
January 2013 - Present · 13 yrs 1 mo
Genter Capital Management
December 2011 - Present · 14 yrs 2 mos
Previous Registrations
Grand Distribution Services, LLCBroker
March 2011 - December 2012 · 1 yr 9 mos
UBS Financial Services INC.
October 2010 - December 2010 · 2 mos
UBS Financial Services INC.Broker
August 2010 - December 2010 · 4 mos
Multi-Financial Securities CorporationBroker
August 2009 - August 2010 · 1 yr
Ing Financial Partners, INC.Broker
August 2009 - August 2010 · 1 yr
Financial Network Investment CorporationBroker
August 2009 - August 2010 · 1 yr
State Registrations9 states
CAFLILMONENJNYTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.