CAM Investor Solutions offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. Clients can restrict investments in certain securities. The firm also provides financial planning consulting services, such as risk assessment, investment planning, and estate planning. CAM Investor Solutions offers both discretionary and non-discretionary investment advisory services through managed account programs.
Assets Under Management$160M
Clients151
Advisors2
Avg. per Client$1M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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