Assets Under Management
$116.5M
Number of Clients
152
Number of Advisors
2
Average Client AUM
$766K
AUM per Advisor
$58.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
CAM Investor Solutions offers tailored investment advice, including asset allocation strategies for cash, stocks, mutual funds, and bonds. They also provide financial planning consulting services such as risk assessment, investment planning, and estate planning. Managed accounts are available to individuals, corporations, and pension/profit-sharing plans.
| Assets Under Management | 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% |
623 W 38th Street, Suite 320, Austin, TX, 78705