CV
CFP
CV
CFP

Camille Vukodinovich

6 Years of Experience
Minnetonka, MN

Camille Vukodinovich is a CFP-designated registered investment advisor at Cresset Asset Management, LLC, based in Minnetonka, MN, with 6 years of industry experience. Camille operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 4,911 clients with $79B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
211 advisors
Number of Clients
4,911 clients
Average Client Portfolio
$16.1M average
Assets Under Management
$78.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.25%
$5.0M - $10.0M1.10%
$10.0M - $25.0M0.90%
$25.0M - $50.0M0.80%
$50M+0.70%

Firm offers both a Top-Tier fee schedule and a Waterfall fee schedule. The schedule above reflects the Top-Tier rates; the Waterfall schedule rates are 1.25% up to $5M, 0.90% from $5M-$10M, 0.80% from $10M-$25M, 0.70% from $25M-$50M, and 0.60% for $50M+. Fees are subject to a minimum annual fee of the lesser of $25,000 or 2.00% of managed assets. Fees are negotiable.

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

701 Carlson Parkway, Suite 1400, Minnetonka, MN, 55305

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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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Employment History
Current Registrations
Cresset Asset Management, LLC
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Meristem Family Wealth
October 2021 - June 2022 · 8 mos
Cliftonlarsonallen Wealth Advisors, LLC
February 2020 - July 2021 · 1 yr 5 mos
State Registrations2 states
MNTX
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.
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