Fees are paid in arrears and are negotiable. The total annual fee consists of CWML's Portfolio Management Fee (up to 2.04%) and the TAMP's Platform Fee (0.00% - 0.5% + $0 - $75/year). Clients are responsible for third-party fees. There is no account minimum.
1880 S Dairy Ashford Road, Ste 300, Houston, TX, 77077
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Learn about disclosures →Cameron is a registered representative and a licensed insurance agent. He may offer clients advice or products from these activities, which creates a conflict of interest due to commissions.