CH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
75 advisors
Number of Clients
2,352 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$3.0B
Fee Structure
Fees are determined based on the selected advisory service and are outlined in the client agreement. Clients should consult with their IAR and the applicable Agreement and Fee Schedules for additional information regarding each service.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information
Office location
Richmond, CA
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cameron is a licensed insurance agent since 2017. He spends a few hours per week on this activity.
Employment History
Current Registrations
Compound Planning, INC.
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Claraphi Advisory Network, LLC
January 2016 - October 2022 · 6 yrs 9 mos
National Asset Management, INC.
June 2015 - December 2015 · 6 mos
National Securities CorporationBroker
January 2015 - December 2015 · 11 mos
State Registrations3 states
CAORWA
Advisor
Exams
No exam information available for this advisor.