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
Wilmette, IL
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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Paul is the President of PKH Group LLC, which is related to sales of CMMS software, and spends minimal time on it. He also serves as a portfolio manager and managing member for Camelot Event-Driven Advisors and KHA Capital, spending about 10-20% of his time on Camelot and a few hours per week on KHA Capital.