Sarah Maitre is a CFA, CFP-designated registered investment advisor at Camriel Advisors, based in Weed, CA, with 1 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 15 clients with $4.4M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
The annual advisory fee is paid quarterly in advance. The asset-based fee charged to the Client will not exceed 2% of assets under management. Clients who execute a Wealth Management agreement concurrently with their Financial Blueprint engagement are eligible for an Implementation Discount of up to $4,000.
Fee Estimator
Contact
Sarah Maitre
Location
Weed, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Camriel Advisors
State Registrations1 state
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Exams