Camelot Portfolios, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Camelot Portfolios designs, implements, and monitors various investment model strategies for direct clients and other registered investment advisors. Founded in 2008 and principally owned by Darren Munn, the firm provides asset management services on both a discretionary and non-discretionary basis. Camelot Portfolios offers a wide selection of proprietary strategies ranging from conservative income to growth-focused equity portfolios, exchange-traded fund bond ladders, and international holdings. Many clients are referred to Camelot Portfolios by other investment professionals who continue to work directly with the client on ongoing asset allocation, while Camelot Portfolios manages the portfolio implementation. The firm also offers charitable giving options through pooled income funds and manages accounts subject to performance-based fees for qualified investors.

Assets Under Management$270M
Clients791
Advisors3
Avg. per Client$340K
Avg. per Advisor$91M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable, but generally range from 0.50% to a maximum of 2.00%.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm