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Cameron Starr

11 Years of Experience
Atlanta, GA

Cameron Starr is a registered investment advisor at Focus Partners Wealth, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1011 advisors
Number of Clients
62,466 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$181.9B

Fee Structure

Minimum Annual Fee:$5,000

Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.

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Location

3535 Piedmont Road NE, Bldg. 14-500, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Cameron is the trustee of the Starr Irrevocable Trust, hiring an investment manager and ensuring benefits to his mother, Maureen Starr, until her death. This investment-related activity takes a few hours per week.

Employment History
Current Registrations
Focus Partners Wealth, LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Gratus Capital, LLC
February 2021 - December 2024 · 3 yrs 10 mos
Truist Advisory Services, INC.
September 2016 - February 2021 · 4 yrs 5 mos
Suntrust Investment Services, INC.
July 2015 - December 2016 · 1 yr 5 mos
Truist Investment Services, INC.Broker
July 2015 - February 2021 · 5 yrs 7 mos
J.P. Morgan Securities LLC
September 2014 - July 2015 · 10 mos
J.P. Morgan Securities LLCBroker
July 2014 - July 2015 · 1 yr
State Registrations2 states
GATX
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.