Pricing
Here at CameronDowning we lead with financial planning. That's the roadmap to your destination and the framework for future financial decisions. To see our financial planning pricing, please choose from the client type that best describes you.
Investment Management
Money management is a part of your financial plan. It's the vehicle that helps you get to your destination. Our investable asset minimum is $100,000 per household. Fees are deducted from your investment account according to the following tiered schedule:
First $500,000
1.25% annual fee, billed quarterly, in arrears.
$500,001 - $1,000,000
1% annual fee, billed quarterly, in arrears.
$1,000,001 - $2,500,000
0.75% annual fee, billed quarterly, in arrears.
Above $2.5 million
0.70% annual fee, billed quarterly, in arrears.
Contact Us
Your first meeting is complimentary. Ready to get started?
