Camriel Advisors offers financial planning and wealth management services. Financial planning includes business planning, cash flow and debt management, college savings, employee benefits optimization, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Wealth management integrates investment management with ongoing financial planning. Camriel Advisors primarily advises on stocks, bonds, mutual funds, ETFs, and government securities. They may use outside managers and Betterment for Advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
The annual advisory fee is paid quarterly in advance. The asset-based fee charged to the Client will not exceed 2% of assets under management. Clients who execute a Wealth Management agreement concurrently with their Financial Blueprint engagement are eligible for an Implementation Discount of up to $4,000.
