CE

Cameron Thomas Elafros

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
6,373 clients
Average Client Portfolio
$7K average
Assets Under Management
$47.7M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

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.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

1880 S Dairy Ashford Road, Ste 300, Houston, TX, 77077

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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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Other Business ActivitiesSells Insurance

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.

Employment History
Current Registrations
Catalyst Wealth Management LLC
April 2024 - Present · 1 yr 9 mos
Innovation Partners LLC Broker
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Gwn Securities INC.
June 2022 - April 2024 · 1 yr 10 mos
Gwn Securities INC. Broker
June 2022 - April 2024 · 1 yr 10 mos
Equitable Advisors, LLC
June 2017 - June 2022 · 5 yrs
Equitable Advisors, LLC Broker
February 2017 - June 2022 · 5 yrs 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.