Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.25% |
Fees may be negotiable.
Fee Estimator
CAM charges an annual investment management fee of 0.25%, based on the average daily balance in the account. Fees are paid monthly, in arrears. The fee may be negotiable based on factors such as the scope and complexity of services, the level of assets managed, and the overall relationship with the advisor. Similarly situated clients could pay different fees.
Areas of Practice
Advisor Information
Office location
955 West Main Street, Abingdon, VA, 24210-2427
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 Activities
Jonathan is involved with Lopez Wealth Management LLC and is a member of the Pershing NetExchange Advisory Board since 2011. He is also a member of the Dunham Advisory Board since 2010 and receives no compensation for this role.