Cameron Willis is a registered investment advisor at United Advisor Group, based in Miamisburg, OH, with 1 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 5,875 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.
Location
543 E Central Ave, Miamisburg, OH, 45342
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cameron works as an assistant for an independent financial professional at Miami Valley Financial Partners, dedicating nearly full-time hours. Cameron is also an Investment Advisor Representative at United Advisors Group, spending a few hours per week primarily attending meetings.
Employment History
Current Registrations
United Advisor Group
Silver Oak Securities, IncorporatedBroker
State Registrations1 state
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