Camelback Capital Management offers investment advisory services to individuals, high-net-worth individuals, corporations, and other business entities. Services include asset management, creating portfolios of stocks, bonds, exchange traded funds, and other investments tailored to client needs. They also offer targeted portfolio management for fixed income portfolios and tax harvesting services. Camelback Capital Management acts as a fiduciary, prioritizing client interests.
Assets Under Management$15M
Clients21
Advisors1
Avg. per Client$740K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
The maximum annual fee charged for investment advisory services will not exceed 3.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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