Cameron Gardner
Cameron Gardner is a registered investment advisor at Crown Haven Wealth Management, based in Carmel, IN, with 1 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 394 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Crown Haven does not directly manage assets or charge direct AUM fees. Fees are charged by recommended third-party investment advisers, and Crown Haven shares in a portion of those fees. The total combined fee will not exceed 3.0% annually.
Fee Estimator
Location
11555 N Meridian Street, Suite 560, Carmel, IN, 46032
Get directionsHistory
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 ActivitiesSells Insurance
Cameron works as an insurance agent, dedicating approximately 112 hours per month to this activity. Cameron also works as an Investment Advisor Representative for Aegis Wealth Management and Crown Haven Wealth Advisors, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Crown Haven Wealth Management
Aegis Wealth Management, INC.
State Registrations1 state
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
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