CW
CW

Cameron Weddington

9 Years of Experience
Jackson, TN
BrokerSells Insurance

Cameron Weddington is a registered investment advisor at Thoroughbred Financial Services, LLC, based in Jackson, TN, with 9 years of industry experience. Cameron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,567 clients with $4B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
3,567 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1M+1.25%

Fees are negotiable. Schedule reflects the primary Thoroughbred and Cambridge programs. Other programs have different fee structures, such as Bond-Timing (1.15% to 1.75%), Vanguard/Ascensus (1.00%), Identified Portfolios/Managers (up to 2.00%), and Envestnet (up to 2.50%, $100K minimum).

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

7 Security Drive, Jackson, TN, 38305

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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 insurance agent through Thoroughbred Financial Services.

Employment History
Current Registrations
Thoroughbred Financial Services, LLC
October 2017 - Present · 9 yrs
Thoroughbred Financial Services, LLCBroker
August 2017 - Present · 9 yrs 2 mos
State Registrations5 states
ALARMSNCTN
AdvisorBrokerBoth

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.
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