Cameron Mccarty
Cameron Mccarty is a registered investment advisor at Vivid Wealth Management, LLC, based in West Des Moines, IA, 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 Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 399 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
2600 Westown Parkway, Suite 150, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2018Other Business ActivitiesSells Insurance
Cameron is an independent insurance agent selling fixed insurance products since 2007, dedicating full-time hours. He also provides financial and tax advisory services through Vivid Tax Advisory Services, also full-time, and owns Vivid Tax Center, spending minimal time on tax preparation and CPA assistance.
Employment History
Current Registrations
Vivid Wealth Management, LLC
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
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.