Areas of Practice
Investment ManagementBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
792 clients
Average Client Portfolio
$293K average
Assets Under Management
$232.2M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.50%

Fees may be negotiable or waived under special conditions.

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

408 N Mullan Rd, Spokane, WA, 99206

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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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Other Business Activities

Cameron is a practitioner at Griffiths, Dreher & Evans, PS, CPAs, a CPA firm. This takes him full-time, with about half his time during securities trading hours.

Employment History
Current Registrations
Griffiths, Dreher & Evans, P.s., Cpas
May 2020 - Present · 5 yrs 9 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.