Frank Echelmeyer is a registered investment advisor at Camelot Portfolios, LLC, based in Maumee, OH, with 20 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management. Their firm serves 878 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Camelot Portfolios manages investment portfolios, charging a percentage of the assets. Fees are negotiable, but generally range from 0.50% to 2.00% per year. The exact fee may be split between Camelot and the referring investment professional. Clients who come directly to Camelot will not necessarily pay the maximum fee. Clients withdrawing funds from a strategy will be charged a $100 withdrawal fee, which may be waived.
Location
1700 Woodlands Dr, Suite 100, Maumee, OH, 43537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frank is a Relationship Manager and Chief Compliance Officer at Camelot Portfolios, LLC, dedicating nearly full-time hours to this role. He also serves as a trustee for Christ the King Parish's Endowment Fund and Baby University, and as CCO for Atlantis Wealth Advisors, LLC and Munn Wealth Management, LLC.
Employment History
Current Registrations
Camelot Portfolios, LLC
Previous Registrations
Atlantis Wealth Advisors LLC
Realta Equities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
United Advisors
Securities America, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Metlife Securities INC.Broker
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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