Camelot Portfolios, LLC
Assets Under Management
$295.3M
Number of Clients
878
Number of Advisors
3
Average Client AUM
$336K
AUM per Advisor
$98.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Camelot Portfolios designs, implements, and monitors model strategies for other investment advisers and direct clients. Asset management is offered on a discretionary or non-discretionary basis. They also have an arrangement with The Waterstone Foundation for charitable pooled trusts.
Fee Structure
Fees are negotiable, generally ranging from 0.50% to a maximum of 2.00%. Clients may be referred by other investment professionals, in which case the fees payable to Camelot are generally reduced by the amount paid to the referring professional. Pool C of the Waterstone Foundation's charitable pooled trust pays Camelot 1.50% per annum for management. Clients withdrawing funds from a strategy will be charged a $100 withdrawal fee, which may be waived.
Areas of Practice
Location
1700 Woodlands Dr, Suite 100, Maumee, OH, 43537