Cam Investor Solutions
Assets Under Management
$116.5M
Number of Clients
152
Number of Advisors
2
Average Client AUM
$766K
AUM per Advisor
$58.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CAM Investor Solutions offers investment advisory services, including asset allocation strategies and written investment strategies tailored to client needs. They also provide financial planning consulting services, including risk assessment, investment planning, and estate planning. Services are offered to individuals, corporations, and pension/profit-sharing plans.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are charged in advance on a quarterly basis.
Fee Estimator
Asset management fees range from 0.30% to 1.25% annually, based on the amount of assets under management. Financial planning services are charged separately through a fixed fee ($2,500 to $20,000 per project) or hourly arrangement ($125-$250 per hour), depending on complexity and negotiation. A minimum of $100,000 is generally required to open an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Location
623 W 38th Street, Suite 320, Austin, TX, 78705