Camden Financial Management offers investment advisory and financial planning services to individuals, families, retirement plans, trusts, and estates. Camden tailors investment advice to each client's financial objectives, risk tolerance, and financial situation. Camden is a fee-only firm and does not sell financial products or receive commissions. Camden implements investment strategies with a limited power of attorney from the client. Camden also provides financial planning services, including tax planning, risk management, education funding, retirement planning, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.50% |
Current Clients under previous contracts may have a lower fee than the fee schedule above. Camden has a minimum annual fee of $20,000. Camden, in its sole discretion, may reduce the minimum fee and/or charge a lesser investment advisory fee based upon certain extenuating factors.