Cameron Advisors provides ongoing investment advice based on each client's individual needs. They develop a personal investment policy and manage a portfolio based on that policy. They also offer financial planning services, including investment planning, insurance, tax concerns, retirement planning, college planning, business succession, estate planning, and debt and credit planning.
Assets Under Management$40M
Clients50
AdvisorsN/A
Avg. per Client$800K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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