Cincinnati Asset Management (CAM) manages investments for individuals, pension plans, trusts, charities, small businesses, insurance companies, and mutual funds. CAM focuses on fixed income securities, preferred stocks, and ETFs. CAM is a fee-only firm and does not sell commissioned products. CAM does not take custody of client assets but places trades under a limited power of attorney.
Fee Structure
Cincinnati Asset Management (CAM) charges a percentage of the assets they manage. The fees are negotiable depending on the size of the account. The fee varies based on the investment strategy selected, such as high yield corporate bonds, enhanced high yield, investment grade corporate bonds, broad market corporate bonds, and short duration strategies. Fees are generally paid quarterly or semi-annually. CAM may impose minimum annual fees of up to $1,000 depending on the account type and may require a minimum account size.