Camco, LLC

Fee-Only (% of Portfolio)

Camden Asset Management Company (Camco) provides investment management services to individuals, including taxable and tax-deferred accounts like IRAs. Camco invests in stocks, bonds, REITs, commodities, and funds, preferring income-producing investments. Investment strategies are tailored to individual client needs and preferences. Camco does not take custody of client assets, which are held at Interactive Brokers, LLC.

Assets Under Management$5.8M
Clients5
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$5.8M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm