CC
CFA
CC
CFA

Cameron Clement

11 Years of Experience
Atlanta, GA

Cameron Clement is a CFA-designated registered investment advisor at Eagle Rock Investment Company, LLC, based in Atlanta, GA, with 11 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 83 clients with $790M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
83 clients
Average Client Portfolio
$9.5M average
Assets Under Management
$786.7M

Fee Structure

Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.75%
$5M+0.75%

Fees negotiable for accounts over $5,000,000. Minimum relationship size is $1,000,000.

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

1201 Peachtree Street Ne, Ste 200, Atlanta, GA, 30361

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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.

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Employment History
Current Registrations
Eagle Rock Investment Company, LLC
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Cornerstone Investment Partners, LLC
August 2010 - April 2017 · 6 yrs 8 mos
State Registrations1 state
GA
Advisor

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.