Michele Camp is a registered investment advisor at Beacon Advisors, based in San Antonio, TX, with 11 years of industry experience. Michele 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, Insurance Planning, and 3 more. Their firm serves 46 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Advisors Holdings charges a percentage of your assets under management, ranging from 0.15% to 1.5% annually. The specific percentage depends on factors like the investment advisor representative, the type of client, and the complexity of the client's situation. There is a minimum account size of $1,000,000. Accounts under the same household will be aggregated for a discounted fee. When managing a client's account on a wrap fee basis, Beacon Advisors Holdings receives the balance of the total wrap fee after custodial, trading and other management costs have been deducted.
Location
San Antonio, TX
Get directionsHistory
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
Michele is the Vice President of Christian Assistance Ministry and a board member for both Founder's Council and Texas Business Hall of Fame. While she holds an active insurance license, she is not actively selling insurance and spends minimal time on it.
Employment History
Current Registrations
Beacon Advisors
Previous Registrations
Custos Family Office LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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.