Maxwell Harrison Camp

Tru Independence Asset Management, LLC

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching

Tru Independence Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

1,261 clients

Average Client Portfolio

$456K average

Assets Under Management

$575.3M

Fee Structure

Financial Planning:Included in AUM fee

Location

2400 Market Street, Suite 200, Philadelphia, PA, 19103

Get directions

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.

Employment History

Current Registrations

Tru Independence Asset Management, LLC

May 2023 - Present · 2 yrs 9 mos

Previous Registrations

Orion Portfolio Solutions, LLC

January 2023 - April 2023 · 3 mos

Orion Portfolio Solutions, LLC

January 2022 - January 2023 · 1 yr

Brinker Capital Investments, LLC.

October 2020 - December 2021 · 1 yr 2 mos

Brinker Capital INC

January 2017 - October 2020 · 3 yrs 9 mos

Brinker Capital Securities, LLCBroker

January 2015 - April 2023 · 8 yrs 3 mos

Vanguard Marketing CorporationBroker

November 2013 - February 2015 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.