Camston Asset Management provides ongoing investment management services using separately managed accounts. They primarily use a single investment strategy focused on capital preservation through conservative investments. However, they can also manage accounts with individualized strategies based on a client's goals and risk tolerance. Camston Asset Management invests in stocks, cash, ETFs, index funds, and precious metals.
Assets Under Management$910K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$910K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the potential for additional account deposits, and the total amount of assets under management for the client. We can lower or waive the fee charged for services provided to friends and family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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