Core Asset Management Strategies (CAMS) offers investment supervisory services, including two model approaches: a group model with dynamic risk allocation and broad market hedging, and an individual model that considers client risk preferences. CAMS creates an Investment Policy Statement for each client to match their specific situation. CAMS may also direct clients to third-party money managers and is compensated via a fee share.
Assets Under Management$13M
Clients32
Advisors1
Avg. per Client$390K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable for accounts above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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