CW
CW

Cameron Wisley

7 Years of Experience
Louisville, KY

Cameron Wisley is a registered investment advisor at J. Hagan Capital, INC., based in Louisville, KY, with 7 years of industry experience. Cameron 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 815 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
815 clients
Average Client Portfolio
$320K average
Assets Under Management
$260.9M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee percentages may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client. In certain circumstances, our fees and the timing of the fee payments may be negotiated. Our employees and their family related accounts are charged a reduced fee for our services.

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

8311 Shelbyville Road, Louisville, KY, 40222

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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
J. Hagan Capital, INC.
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Strategic Wealth Investment Group, LLC
February 2021 - September 2024 · 3 yrs 7 mos
Ameriprise Financial Services, LLC.
February 2019 - September 2020 · 1 yr 7 mos
Ameriprise Financial Services, LLCBroker
January 2018 - September 2020 · 2 yrs 8 mos
State Registrations1 state
KY
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.