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Michael Cameron

6 Years of Experience
Homewood, IL
BrokerSells Insurance

Michael Cameron is a registered investment advisor at Savant Investment Advisers, INC., based in Homewood, IL, with 6 years of industry experience. Michael 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 1 more. Their firm serves 295 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
295 clients
Average Client Portfolio
$551K average
Assets Under Management
$162.5M

Fee Structure

Minimum Investment:$5.5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K1.50%
$150K - $250K1.50%
$250K - $500K1.45%
$500K - $750K1.45%
$750K - $1.2M1.45%
$1.3M - $2.0M1.40%
$2.0M - $5.0M1.05%
$5M+1.00%

Schedule is for the VISION2020 Wealth Management Platform – Model Portfolios Program. Fees are negotiable. Additional ancillary fees may apply. The Advisor Managed Portfolios (AMP) program has a maximum fee of up to 2.5% and may or may not bundle transaction costs.

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

18257 Martin Avenue, Homewood, IL, 60430

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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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Other Business ActivitiesSells Insurance

Michael sells fixed annuities and life insurance. He also works as a registered assistant for Savant & Associates, Inc. and Savant Investment Advisers, Inc., dedicating about 10-20% of his time and nearly full-time, respectively.

Employment History
Current Registrations
Savant Investment Advisers, INC.
June 2022 - Present · 3 yrs 11 mos
Osaic Wealth, INC.Broker
July 2019 - Present · 6 yrs 10 mos
State Registrations1 state
IL
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.
Michael Cameron - Financial Advisor | TrueAdvisor