Lisa Cameron
Lisa Cameron is a registered investment advisor at Savant Investment Advisers, INC., based in Homewood, IL, with 21 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 295 clients with $160M 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 $150K | 1.50% |
| $150K - $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.45% |
| $750K - $1.2M | 1.45% |
| $1.3M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.05% |
| $5M+ | 1.00% |
Schedule is for the VISION2020 Wealth Management Platform – Model Portfolios Program. Fees are negotiable. Additional ancillary fees may apply. The Advisor Managed Portfolios (AMP) program has a maximum fee of up to 2.5% and may or may not bundle transaction costs.
Fee Estimator
Location
18257 Martin Avenue, Homewood, IL, 60430
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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 ActivitiesSells Insurance
Lisa is a CPA and owner of a sole proprietorship preparing income taxes, dedicating about 10-20% of her time. She also sells insurance through Savant & Associates, Inc. and manages clients and accounts as a Registered Investment Advisor for Savant Investment Advisers, Inc., dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Savant Investment Advisers, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
State Registrations33 states
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