"We believe in diversification, asset allocation, tax efficiency, low investment costs, transparency and independent guidance. We offer a partnership with a dedicated Financial Advisor, a customized investment program and hard-to-beat value that includes low advisory fees."
Camelot Wealth Management LLC is a small firm with a single office in Tampa, Florida. We conduct business in the State of Florida and Texas. Camelot Wealth’s goal is client service and good stewardship of the opportunities we have been given.
We are easy to talk to and our office environment is unpretentious. Our fee-only model allows us to profitably serve clients of all income levels and our investment account minimum is lower than most. Our clients appreciate our qualifications, experience and our independence; and the fact that we don’t sell financial products. Camelot Wealth is registered as an independent investment advisory firm. Our office staff is trained and experienced in a wide range of client service and account administration tasks. Our fees are reasonable, and they vary based on the scope of the work you need done and (for investment management) the size of the account. You can choose to engage Camelot either for planning and analysis, ongoing investment management, or both. Our fees vary, based on the service you select, the scope of the work, and the size of the account. In every case our fee is fully-disclosed and the terms of the engagement are documented in a written agreement before any work begins.
