Cameron Capriotti
Cameron Capriotti is a CFP-designated registered investment advisor at Legacy Chief Financial Office, LLC, based in Shenandoah, TX, with 9 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 72 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. The annual fees are prorated and paid in arrears on a quarterly basis.
Fee Estimator
Contact
Cameron Capriotti
Location
9002 Six Pines Dr., Suite 108, Shenandoah, TX, 77380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cameron is a licensed CPA in Texas.
Employment History
Current Registrations
Legacy Chief Financial Office, LLC
Previous Registrations
Hfg Wealth Management, LLC
State Registrations1 state
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Exams
Additional Information
Cameron Capriotti graduated with honors from the Mays School of Business at Texas A&M University with a BBA in Accounting and a Master of Science in Finance. His path of client service began at KPMG and was furthered through his experience in Houston’s oil and gas industry. After this period, Cameron found his true calling as a Wealth Advisor at a boutique firm in The Woodlands.As a CPA and CFP® Professional, Cameron can engage his clients deeply and offer a personalized plan and high level of service that generates tangible results in his clients’ lives. The fulfillment he has experienced through this work has led to the creation of Legacy Chief Financial Office, where Cameron can focus his efforts on providing the quality of client service, he is so passionate about.Outside of work, Cameron enjoys hunting, exercising, Texas A&M football, traveling and spending time with family and friends. A lifelong resident of the North Houston area, Cameron and his wife reside in The Woodlands and are active members at Church Project North County.