TrueAdvisor
TrueAdvisor
CS
CS

Camille Smith

Commonwealth Financial Network
17 Years of Experience
Bloomington, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Camille Smith is a registered investment advisor at Commonwealth Financial Network, based in Bloomington, MN, with 17 years of industry experience. Camille is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7900 International Drive, Suite 405, Bloomington, MN, 55425

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2014
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Camille is the founder and owner of reVive Consulting, LLC, co-owner of Quixotic Properties, LLC and Quantum 2204, LLC, owner of IEM Insurance LLC, and co-owner of Integrated Equity Management, Inc. She spends the majority of her time on Integrated Equity Management, Inc., with minimal time spent on the other ventures.

Employment History
Current Registrations
Commonwealth Financial Network
August 2018 - Present · 8 yrs 2 mos
Commonwealth Financial Network
August 2018 - Present · 8 yrs 2 mos
Commonwealth Financial NetworkBroker
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Commonwealth Financial Network
August 2018 - August 2018 · 0 mos
Securian Financial Services, INC.
January 2018 - August 2018 · 7 mos
Cri Securities, LLCBroker
January 2018 - August 2018 · 7 mos
Securian Financial Services, INC.Broker
January 2018 - August 2018 · 7 mos
Cri Securities, LLC
December 2017 - August 2018 · 8 mos
Cri Securities, LLC
January 2014 - June 2016 · 2 yrs 5 mos
Securian Financial Services, INC.
January 2014 - June 2016 · 2 yrs 5 mos
Cri Securities, LLCBroker
October 2007 - June 2016 · 8 yrs 8 mos
Securian Financial Services, INC.Broker
October 2007 - June 2016 · 8 yrs 8 mos
State Registrations32 states
ALAZCACOCTDEFLGAIAIDILINKSKYMAMIMNMONCNDNENVNYOHORPATNTXUTVAWAWI
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.
More Advisors
More financial advisors in Bloomington, MN →All financial advisors in Minnesota →