RC
RC

Roger Campama

7 Years of Experience
Panama

Roger Campama is a registered investment advisor at In on Capital, based in Panama, with 7 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 48 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
48 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$385.4M

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.00%
$5M+0.75%

Fees may be negotiable at the advisor's discretion.

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

C. Aquilino de la Guardia BICSA Financial Center, Piso 41 Ofc 08, Panama

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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 Activities

Roger is a Partner/CEO/President of In On Capital S.A., a Panamanian broker-dealer, since 2015, dedicating up to about a quarter of his time. He is also a shareholder of European WM Ltd. and a GP of Everest Value S.A., spending about 10-20% of his time on this.

Employment History
Current Registrations
In on Capital
July 2018 - Present · 7 yrs 10 mos
State Registrations1 state
FL
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.
Roger Campama - Financial Advisor | TrueAdvisor