MC

Marisa Elizabeth Camp

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
202 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$494.9M

Fee Structure

Financial Planning:Investment management only

For discretionary wealth management, clients typically pay up to 1.5% annually on assets under management. Fees are determined by factors like scope, complexity, asset size, and resources involved. For non-discretionary assets, the annual fee is also capped at 1.5%. Fixed fees for non-discretionary services can be negotiated. Clients may also incur third-party fees like account maintenance, custodial, and transaction charges, as well as fees from underlying investment vehicles. Matrix may hire other investment advisers, with fees ranging from 0.10% to 0.85%.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

Phoenix, AZ

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Matrix Private Capital Group
February 2020 - Present · 5 yrs 11 mos
Previous Registrations
Cresset Asset Management, LLC
September 2017 - September 2019 · 2 yrs
Neuberger Berman Bd LLC
May 2012 - October 2017 · 5 yrs 5 mos
Neuberger Berman Bd LLC Broker
November 2011 - October 2017 · 5 yrs 11 mos
State Registrations2 states
AZIL
Advisor
Exams
No exam information available for this advisor.
Marisa Elizabeth Camp - Financial Advisor | AdvisorDiscover