Cameron Reed
Cameron Reed is a registered investment advisor at Anchor Financial, based in Lynwood, WA, with 6 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 45 clients with $5.8M 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 $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.80% |
| $750K+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
19031 133rd Ave W, Suite 314, Lynwood, WA, 98036
Get directionsHistory
Regulatory History (1)
Criminal
December 2005Other Business ActivitiesSells Insurance
Cameron owns The Medicare Exchange, an insurance sales organization, and is a member of Anchor Financial LLC, the name used for his securities business. He also works as an IAR/recruiter for Anchor Financial and provides administrative assistance, dedicating about half his time to The Medicare Exchange and about a quarter of his time to his IAR/recruiter role.
Employment History
Current Registrations
Anchor Financial
Previous Registrations
Gradient Securities, LLCBroker
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
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.