Cameron Bozeman
Cameron Bozeman is a registered investment advisor at Magellan Planning Group, based in Atlanta, GA, with 18 years of industry experience. Cameron 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 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
4170 Ashford Dunwoody Rd., Suite 480, Atlanta, GA, 30319
Get directionsHistory
Regulatory History (2)
Criminal
January 1997Criminal
September 1991Other Business Activities
Cameron works as a research associate for Magellan Planning Group, Inc., focusing on investment, financial, and estate planning. This role involves maintaining client accounts according to investment models and conducting general research, taking nearly full-time.
Employment History
Current Registrations
Magellan Planning Group
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Magellan Wealth Management, LLC
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.