Assets Under Management
$295.3M
Number of Clients
878
Number of Advisors
3
Average Client AUM
$336K
AUM per Advisor
$98.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Camelot Portfolios designs, implements, and monitors model strategies for investment advisers and direct clients. Asset management is offered on a discretionary or non-discretionary basis. They also have an arrangement with The Waterstone Foundation for charitable pooled trusts.
1700 Woodlands Dr, Suite 100, Maumee, OH, 43537