Marc Jimenez is a CFA, CFP-designated registered investment advisor at Cam Investor Solutions, based in Austin, TX, with 22 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 151 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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% |
If the Client utilizes third party money manager (“Sub-advisory”) services, the fees above includes the fees for the sub-advisory asset management services.
Fee Estimator
Location
623 W 38th Street, Suite 320, Austin, TX, 78705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Marc owns Full Mate Chess Institute, which competes, tutors, and promotes chess in the community, dedicating a few hours per week to it. Marc is also the owner and representative of M & A Consulting Group LLC DBA CAM Investor Solutions, providing investment advice and managing client assets since 2017.
Employment History
Current Registrations
Cam Investor Solutions
Previous Registrations
Kahler Financial Group, INC.
Mclean Asset Management CORP.
Cambridge Wealth Counsel
Dimensional Fund Advisors LP
Tiaa-Cref Advice and Planning Services
Charles Schwab & CO., INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.