Cameron Jalbert
Cameron Jalbert is a ChFC-designated registered investment advisor at Vanderbilt Advisory Services, based in Irvine, CA, with 13 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
2050 Main Street, Suite 950, Irvine, CA, 92614
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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 ActivitiesSells Insurance
Cameron is a statutory agent for an insurance corporation and serves on the board of directors for three non-profit organizations: Scholars' Hope, Friendship Shelter, and Crevier Family Foundation. Cameron dedicates a significant amount of time to the insurance position (approximately 80 hours per month, about half his time) and minimal time to the non-profits.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
Vanderbilt Advisory Services
Previous Registrations
Spire Securities, LLCBroker
Spire Wealth Management, LLC
Chatterton & Associates, Wealth Management Team
Royal Alliance Associates, INC.Broker
State Registrations7 states
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