CD
CD

Cameron Dickerson

9 Years of Experience
Chicago, IL
May Earn CommissionSells Insurance

Cameron Dickerson is a registered investment advisor at Aurelien Capital Partners, based in Chicago, IL, with 9 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 34 clients with $38M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
34 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$38.3M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable at the sole discretion of the firm. The client’s fees will take into consideration the aggregate assets under management with the firm. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions, and other complexities may be charged a higher fee.

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

208 N. Green Street, Chicago, IL, 60607

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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

Cameron is an independent insurance agent, spending minimal time on this activity. He may also perform administrative services for Aurelien Capital Management, LLC, for which he receives compensation.

Employment History
Current Registrations
Aurelien Capital Partners
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
A&o Advisors
October 2019 - December 2020 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2017 - October 2019 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - October 2019 · 2 yrs 7 mos
Morgan StanleyBroker
July 2016 - November 2016 · 4 mos
State Registrations1 state
IL
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.