CF
CFP
CF
CFP

Cameron Feyrer

3 Years of Experience
Athol, MA
BrokerSells Insurance

Cameron Feyrer is a CFP-designated registered investment advisor at Founders Financial Securities, LLC, based in Athol, MA, with 3 years of industry experience. Cameron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
117 advisors
Number of Clients
9,870 clients
Average Client Portfolio
$419K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.70%
$1M+1.40%

Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.

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

2070 Main Street, Athol, MA, 01331

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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 ActivitiesSells Insurance

Cameron works as an investment advisor, insurance agent, and director of planning at Kessler Investments. He sells life, long-term care, and disability insurance, dedicating full-time hours to these activities.

Employment History
Current Registrations
Founders Financial Securities, LLC
June 2023 - Present · 3 yrs 4 mos
Founders Financial Securities LLCBroker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Park Avenue Securities LLC
January 2023 - March 2023 · 2 mos
Park Avenue Securities LLCBroker
November 2022 - March 2023 · 4 mos
State Registrations2 states
MANH
AdvisorBrokerBoth

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.
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