CP
CP

Cameron Prewitt

19 Years of Experience
Columbia, SC
Broker

Cameron Prewitt is a registered investment advisor at Charles Schwab & CO., INC., based in Columbia, SC, with 19 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, Investment Management, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1033 Roberts Branch Parkway, Suite 203, Columbia, SC, 29203

Get directions

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.

Learn about disclosures →
Other Business Activities

Cameron is a pastoral advisor for Gethsemane Baptist Church and treasurer for Sleep Then Awake LLC, a healthcare services company. Cameron also owns Son Of God LLC, a business entity created for tax purposes.

Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
October 2017 - Present · 8 yrs 7 mos
Charles Schwab & CO., INC.
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Scottrade Investment Management
September 2016 - September 2017 · 1 yr
Scottrade, INC.Broker
October 2014 - September 2017 · 2 yrs 11 mos
TD Ameritrade, INC.
January 2014 - October 2014 · 9 mos
Amerivest Investment Management, LLC
December 2008 - October 2014 · 5 yrs 10 mos
TD Ameritrade, INC.Broker
December 2008 - October 2014 · 5 yrs 10 mos
TD Ameritrade, INC.
December 2008 - December 2013 · 5 yrs
Ameriprise Financial Services, INC.
October 2006 - December 2008 · 2 yrs 2 mos
Ameriprise Financial Services, INC.Broker
October 2006 - December 2008 · 2 yrs 2 mos
State Registrations38 states
AKALARAZCACODCFLGAHIILINKSKYLAMAMDMEMOMSNCNJNMNVNYOHOKORPASCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.