CR
CR
Cameka Rankin
2 Years of Experience
Charlotte, NC
1 Disclosure
Cameka Rankin is a registered investment advisor at Adept Benefits Solutions LLC, based in Charlotte, NC, with 2 years of industry experience. Cameka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
For assets up to $250,000, there is a flat monthly fee of $400. For assets between $250,001 and $1,000,000, there is a flat monthly fee of $850.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Charlotte, NC
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Regulatory History (1)
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Financial
June 2021Final
Employment History
Current Registrations
Adept Benefits Solutions LLC
August 2025 - Present · 9 mos
Previous Registrations
Vanguard Marketing CorporationBroker
February 2022 - August 2023 · 1 yr 6 mos
State Registrations1 state
NC
Advisor
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
No exam information available for this advisor.