Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable, generally ranging from 0.50% to a maximum of 2.00%. Clients may be referred by other investment professionals, in which case the fees payable to Camelot are generally reduced by the amount paid to the referring professional. Pool C of the Waterstone Foundation's charitable pooled trust pays Camelot 1.50% per annum for management. Clients withdrawing funds from a strategy will be charged a $100 withdrawal fee, which may be waived.
Areas of Practice
Advisor Information
Office location
1700 Woodlands Dr, Suite 100, Maumee, OH, 43537
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.
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Frank is a Relationship Manager and Chief Compliance Officer at Camelot Portfolios, LLC, dedicating nearly full-time hours to this role. He also serves as a trustee for Christ the King Parish's Endowment Fund and Baby University, and as CCO for Atlantis Wealth Advisors, LLC and Munn Wealth Management, LLC.