Camelotta Advisors offers investment management, advisory consulting, and pension consulting to individuals and other entities. Camelotta Advisors works with clients to understand their financial goals and risk tolerance. The firm manages client investment portfolios on a discretionary or non-discretionary basis. Advisory consulting services include financial planning in areas like retirement, estate, tax, and education planning. Pension consulting is offered to employer plan sponsors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The management fee varies up to 1.50%, depending upon the size and composition of a client’s portfolio, the type and amount of services rendered and the individual(s) providing the services. In addition to, or in lieu of, the asset-based fee, the Firm can negotiate a fixed fee and/or provide services on an hourly basis at $575 per hour. For asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Camelotta Advisors can negotiate a fee rate that differs from the range set forth above.