CAM Investor Solutions is a registered investment advisor founded in December 2016 and based in Austin, Texas. The firm provides discretionary and non-discretionary investment advisory services, portfolio management, and financial planning consulting. Investment strategies are tailored to each client's individual needs, time horizon, and risk tolerance, incorporating tools like asset allocation, dollar-cost averaging, and technical analysis. In addition to traditional investments, CAM Investor Solutions offers eligible clients the option to invest in private equity, venture capital, and hedge funds. The firm works with individuals, corporations, and retirement plans, typically requiring a minimum investment of $100,000 to open an account, though this minimum may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable or may be waived at the firm's sole discretion.