| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE, 19971
Get directionsNo 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 →Cameron is a financial advisor and partner at Black Diamond Financial Solutions, creating and monitoring financial plans and investments, dedicating nearly full-time hours to this. He is also an insurance agent with BDFS Insurance Services LLC, recommending insurance products, which takes a few hours per week. Additionally, Cameron is a partner in Diamond State Limousine LLC, a local transportation business, requiring minimal time.