Cameron Woodbury
Cameron Woodbury is a registered investment advisor at Centaurus Financial, INC., based in Apple Valley, CA, with 3 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
16191 Kamana Road, Suite #202, Apple Valley, CA, 92307
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2024Other Business Activities
Cameron is an administrative assistant for Archangel Financial Services, Inc., a DBA for branding purposes, and this is not investment related. Cameron also owns Archangel Tax Planning, where he spends about a third of his time on tax preparation, planning, and bookkeeping.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations4 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.