CameronDowning offers financial planning and investment management services to individuals and high-net-worth individuals. They manage portfolios consisting of ETFs, mutual funds, individual equities, cryptocurrencies, NFTs, and bonds. CameronDowning also provides education and planning around crypto assets. As a registered investment advisor, CameronDowning is legally required to act in your best interest and disclose any conflicts of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.70% |
This fee schedule is for assets held at TD Ameritrade. For crypto assets held at Gemini and Prime Trust through Onramp Invest, CameronDowning charges a flat monthly fee of 1% per year. Onramp Invest also charges .75% fee on all transactions, both buys and sells, and an additional .5% fee for using its asset allocation program.