Cameron Rafati
Cameron Rafati is a registered investment advisor at Arkadios Wealth Advisors, based in Salt Lake City, UT, with 2 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
Salt Lake City, UT
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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 is a family partner at R5 Homes, a consulting and technology company, since January 2024. He spends a few hours per week assisting with the website, philanthropy for the family foundation, and development consulting.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios Capital
Arkadios CapitalBroker
Previous Registrations
Dai Wealth, LLC
Dai Securities, LLCBroker
State Registrations1 state
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