Cameron Dye is a CFP-designated registered investment advisor at White Hawk Wealth Management, based in Broomfield, CO, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 153 clients with $130M in assets under management.
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 | 1.40% |
| $1.0M - $3.0M | 1.33% |
| $3.0M - $5.0M | 1.07% |
| $5.0M - $10.0M | 0.77% |
| $10M+ | 0.47% |
Fees are blended across tiers. The firm may charge a lesser fee at its discretion based on factors such as historical relationships, asset types, and account size.
Fee Estimator
Location
340 E. 1st Avenue, Suite 310, Broomfield, CO, 80020
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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 operates White Hawk Wealth Management as a DBA for his LPL business and provides investment advisory services through Western Wealth Management, LLC, dedicating full-time hours to this. He also coaches and trains amateur athletes through Peak Athletic Collective, spending minimal time on this activity.
Employment History
Current Registrations
White Hawk Wealth Management
Previous Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
State Registrations2 states
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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