Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are determined separately for each account and are negotiable, depending on factors like asset type, account size, and services provided. Fees are generally based on a percentage of assets under management, charged quarterly or monthly, in advance or arrears. IARs may also charge a flat dollar rate or percentage for managing held-away accounts. Clients may also be charged commissions if the IAR is a registered representative.
Areas of Practice
Advisor Information
Office location
1800 Lyons Road, Dayton, OH, 45458
Get directionsRegulatory 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 VP at Covenant Planning, LLC, involved in investments, retirement planning, insurance, and annuity sales, dedicating about a quarter of his time. He also serves as a board member for A Child's Hope International, treasurer for 12 Stones Community Church and officer/treasurer for 12 Stones Coffee, spending minimal time on each of these roles.