CM
CM

Cameron Mackoul

3 Years of Experience
Fitchburg, MA
Broker

Cameron Mackoul is a registered investment advisor at Prosperity - an Eisneramper Company, based in Fitchburg, MA, with 3 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,896 clients with $3.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
1,896 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)

Prosperity - An EisnerAmper Company's investment management fees are based on a percentage of the value of your portfolio, ranging from 0.30% to 1.50% annually. The rate you pay depends on the total value of your household's investments managed by the firm. If Prosperity recommends an independent investment manager, you will be assessed an additional fee, ranging from 0.2% to 1.46%, depending on the manager and services provided.

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Location

Fitchburg, MA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Prosperity - an Eisneramper Company
September 2025 - Present · 7 mos
Dai Securities, LLCBroker
September 2025 - Present · 7 mos
Previous Registrations
MML Investors Services, LLC
May 2025 - September 2025 · 4 mos
MML Investors Services, LLCBroker
March 2024 - September 2025 · 1 yr 6 mos
Commonwealth Financial Network
July 2023 - January 2024 · 6 mos
Commonwealth Financial NetworkBroker
July 2023 - January 2024 · 6 mos
Cetera Investment Advisers LLC
February 2023 - March 2023 · 1 mo
Cetera Financial Specialists LLCBroker
January 2023 - March 2023 · 2 mos
Fidelity Brokerage Services LLCBroker
October 2020 - January 2021 · 3 mos
State Registrations1 state
MA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.