Cameron Caprio is a CFP, PFS-designated registered investment advisor at Venturemfo LLC, based in Boca Raton, FL, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more.
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 | 0.90% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
2385 NW Executive Center Dr., Suite 100, Boca Raton, FL, 33431
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Cameron works as an Investment Advisor and Certified Public Accountant at VentureMFO LLC since 2019. He dedicates nearly full-time hours to CPA services.
Employment History
Current Registrations
Venturemfo LLC
Previous Registrations
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
State Registrations1 state
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