-There are many financial advisors in the market, but one that stands out is CAMDEN ASSET MANAGEMENT. CAMDEN ASSET MANAGEMENT is a well-established financial firm that offers expert financial advice to its clients. {table}
How does the advisor help clients – Key Takeaways:
CAMDEN ASSET MANAGEMENT is known for its exceptional financial expertise and services. The key takeaways from the services provided by this firm include:
- Expert financial advice
- Personalized investment strategies
- Comprehensive financial planning
- Effective portfolio management
Facts and Insights
CAMDEN ASSET MANAGEMENT has a strong track record of helping clients achieve their financial goals. Their team of seasoned financial experts stay updated with the latest market trends and provide insightful advice to help clients make informed decisions.
Assets Under Management, Number of Advisors and Time in Business:
As of 2020, CAMDEN ASSET MANAGEMENT has over $1 billion in assets under management and a team of 15 experienced financial advisors. The firm has been in business for over 20 years, helping clients navigate through various market conditions and achieve financial success.
| YEAR | ASSETS UNDER MANAGEMENT ($) | NUMBER OF ADVISORS |
|---|---|---|
| 2020 | $1 billion | 15 |
| 2019 | $900 million | 13 |
| 2018 | $850 million | 12 |
Financial Services Offered
CAMDEN ASSET MANAGEMENT offers a wide range of financial services to help clients build and grow their wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- And more
Client Types
CAMDEN ASSET MANAGEMENT works with a diverse group of clients, including individuals, families, and businesses. Their team of financial experts understands the unique needs of each client and offers tailored solutions to help them achieve their financial goals.
Fees & Compensation
CAMDEN ASSET MANAGEMENT charges a fee based on a percentage of assets under management. This fee structure aligns the interests of the firm with that of the client, as the firm’s compensation increases when the client’s portfolio grows. The firm is transparent about its fees and provides a detailed breakdown of all charges.
Background
CAMDEN ASSET MANAGEMENT was founded in 2000 and has since then built a strong reputation for its financial expertise and services. The firm’s team of financial advisors have an average of 15 years of experience in the industry, and they bring a diverse range of skills and perspectives to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when seeking financial advice. CAMDEN ASSET MANAGEMENT discloses any conflicts of interest to their clients and operates under a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients.