Camryella Advisors provides financial planning and investment advisory services to individuals and families. Camryella offers three service tiers: Foundations, Growth, and Legacy, to provide support, guidance, planning, and investment management based on the client’s financial situation and goals. Camryella acts as a fiduciary and provides advice aligned with each client’s best interests.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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