Camelot Wealth Management offers personalized investment advice and financial planning to individuals. They determine your investment objectives and risk tolerance to develop a tailored strategy. They offer both discretionary (where they make trades for you) and non-discretionary (where you approve each trade) portfolio management. They primarily advise on mutual funds and ETFs.
Assets Under Management$66M
Clients101
Advisors3
Avg. per Client$660K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$150
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $25.0M | 0.80% |
| $25M+ | 0.75% |
Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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