Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Crown Haven Wealth Management refers clients to third-party investment advisers (TPIAs) and shares in the fees paid to the TPIAs. The total fees charged by the TPIA, including the portion shared with Crown Haven, will not exceed 3% of assets under management per year. Crown Haven does not bill clients directly or deduct advisory fees from client accounts.
Areas of Practice
Advisor Information
Office location
11555 N Meridian Street, Suite 560, Carmel, IN, 46032
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 ActivitiesSells Insurance
Cameron works as an insurance agent, dedicating approximately 112 hours per month to this activity. Cameron also works as an Investment Advisor Representative for Aegis Wealth Management and Crown Haven Wealth Advisors, spending about 10-20% of his time on the latter.