Camelot Portfolios, LLC designs, implements, and monitors investment strategies for other investment advisors and direct clients. Clients are generally referred by other advisors who determine the services and strategies. Camelot offers both discretionary and non-discretionary asset management. They also have an arrangement with The Waterstone Foundation for clients choosing to use a Charitable Pooled Trust.
Fee Structure
Camelot Portfolios manages investment portfolios, charging a percentage of the assets. Fees are negotiable, but generally range from 0.50% to 2.00% per year. The exact fee may be split between Camelot and the referring investment professional. Clients who come directly to Camelot will not necessarily pay the maximum fee. Clients withdrawing funds from a strategy will be charged a $100 withdrawal fee, which may be waived.