Camden Wealth Advisors (CWA) offers financial planning, wealth management, and family office services. CWA provides investment management, develops financial plans covering income, taxes, risk management, education, retirement, estate planning, and philanthropy. CWA also offers family office services such as advanced planning, real estate oversight, and coordination of advisors.
Assets Under Management$340M
Clients152
Advisors5
Avg. per Client$2.2M
Avg. per Advisor$68M
Fee Structure
Investment management only (planning not offered)
Camden Wealth Advisors' fee for investment management is based on the value of your account and generally ranges from 0.75% to 1.25% of the assets managed. The fee is automatically deducted from your account quarterly. The exact fee depends on the number of portfolios managed by CWA.
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