Consolidated Asset Management (CAM) offers ongoing portfolio management services tailored to individual client goals, objectives, and risk tolerance. CAM creates an investment profile for each client, outlining their current financial situation and risk tolerance, and constructs a plan to select a suitable portfolio. CAM generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds, and insurance products including annuities.
Assets Under Management$14M
Clients27
Advisors1
Avg. per Client$510K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based upon asset allocation scope and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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