CAM Investor Solutions

Retirement Planning Firm in Pasco County, FL

Firm Info
Address: 20625 Amberfield Dr, Land O' Lakes, FL 34638, USA
Phone: (844) 247-0787

Firm Size
Assets Under Management: $216 million
# of Advisors: 3
# of Clients: 793
Client to Advisor Ratio: 264:1
Average Account Size: $272,383
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Cam Investor Solutions Overview

CAM Investor Solutions is a fee-only registered investment advisory firm that has been providing investment advice since 2017. The company's headquarters are located in Denver, CO, and it is dedicated to offering customized financial planning and portfolio management services to individuals and small businesses. As a firm that focuses solely on investment advice, CAM Investor Solutions takes a different approach than many other financial firms. The firm seeks to provide financial planning services that are tailored to each client's unique financial goals, risk tolerance, and investment preferences. This means that clients can expect personalized investment strategies that are designed to maximize their financial outcomes while minimizing risk. In addition to its financial planning and portfolio management services, CAM Investor Solutions also offers clients selection services for other advisors. This allows clients to access a team of experts in the field of financial planning to help them make informed choices about their investments. With a focus on putting client interests first, CAM Investor Solutions is a reliable partner for individuals and small businesses looking to make informed decisions about their finances.

CAM Investor Solutions serves a diverse range of clients, from individuals who are just starting out on their investment journey, to high net worth individuals who are looking for more sophisticated investment strategies. With a firm understanding of the unique needs and goals of each client, CAM Investor Solutions provides tailored solutions to help them achieve their financial objectives. Their team of experienced professionals provides expert guidance and support every step of the way. When it comes to fees, CAM Investor Solutions offers flexible fee structures that cater to the preferences and needs of their clients. Depending on the service provided, clients can choose from a percentage of Assets Under Management (AUM) model, an hourly fee, or a fixed fee structure. The percentage of AUM model is a common fee structure used by investment managers, where fees are charged based on a percentage of the assets being managed. The hourly fee structure is used for more ad-hoc services and charges clients based on the amount of time spent working on their account. Finally, the fixed fee structure offers clients a predictable and consistent fee for specific services, making it easier for them to budget and plan for their financial goals.

Typical Clients, Fee Structures & Investment Minimum

CAM Investor Solutions' Part 2 Brochure does not mention an investment minimum.

How This Office Can Help Pasco County, FL Residents

CAM Investor Solutions provides comprehensive financial planning and investment management services to clients in Pasco County, FL. Their team of experienced financial advisors helps individuals and families navigate a range of financial situations, including retirement planning, estate planning, college savings, and investment management. Many residents of Pasco County are facing unique financial challenges, such as a high cost of living, limited job opportunities, and outdated retirement plans. CAM Investor Solutions works closely with clients to understand their financial goals and craft personalized investment strategies that can help them achieve their objectives. They also offer educational resources and tools to help clients improve their financial literacy and make informed decisions about their money. Overall, CAM Investor Solutions is a valuable partner for anyone seeking to build a more secure financial future in Pasco County, FL.

To view the Minimum Investment and Fee Schedule for Cam Investor Solutions, visit their Part 2 Brochure.

Services Offered by Cam Investor Solutions

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Cam Investor Solutions most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 20625 Amberfield Dr, Land O' Lakes, FL 34638, USA
Phone (844) 247-0787
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 387 CORONA STREET, SUITE 538, DENVER, CO 80218, United States

This firm has no other locations.

State Registrations

Cam Investor Solutions is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Montana
  • Nebraska
  • South Dakota
  • Texas

Disciplinary History

Cam Investor Solutions does not have any disclosures. Please visit it's Form ADV for more details.