Cam Investor Solutions Fees & Minimum

Overview

Headquarters: Austin, TX
Total Firm Assets: $155 million
Average High-Net-Worth Client Portfolio Size: $1.4 million
Stated Minimum Account Size: $100,000

Fee Disclosure

Source: FORM ADV PART 2A (2026-03-05) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.25%
$1,000,001	$2,000,000	1.00%
$2,000,001	$5,000,000	0.75%
$5,000,001	$10,000,000	0.50%
$10,000,001	and above	0.30%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$45,000	0.90%
$10 million	$70,000	0.70%
$50 million	$190,000	0.38%
$100 million	$340,000	0.34%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 94.02%
Number of High-Net-Worth Clients: 102
Total Client Accounts: 623
Discretionary Accounts: 623

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 286078

FORM ADV PART 2A (2026-03-05) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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