Wealth Management
Where planning meets decisive execution.
Wealth management at Camriel is an ongoing relationship. We start with a comprehensive financial plan, then I stay involved as your financial life evolves and your investments change.
I’m not waiting for you to notice that something needs attention and reach out. I’m paying attention to what’s coming up, looking at how changes affect the bigger picture, and reaching out when there’s a decision to make or an opportunity worth considering.
Your investments are managed in the context of the rest of your financial life, not separately from it. I’m thinking about the tradeoffs, the tax implications, and what makes sense for you at that point in time rather than applying the same answer to every client.
You can focus on your life knowing that I’m keeping an eye on the financial details and will bring you into the conversation when your input or a decision is needed.
What Your Relationship Includes
Full-Scope Financial PlanningCovering cash flow, investments, taxes, equity compensation, insurance, estate planning, and major life decisions.
Active Investment ManagementDisciplined portfolio construction, continuous monitoring, rebalancing, and tax-aware trade execution.
Continuous Plan AlignmentOngoing adjustments to keep your ongoing investments directly synchronized with your Financial Blueprint.
Proactive Tax TradeoffsThoughtful evaluation of capital gains, cash flow needs, and tax strategies before decisions are executed.
Ongoing Guidance & CoordinationRegular reviews and real-time support as your life priorities, income streams, or circumstances evolve.
One Direct Point of ContactDirect access to me for planning, investment decisions, and execution—no getting passed around to different people.
Who It’s Best For
Detail-Oriented Clients
Clients who want confidence that someone is truly watching the details.
Thoughtful Delegators
Investors who prefer decisions to be handled thoughtfully on their behalf.
Long-Term Partners
Those who value proactive guidance and continuity over time.
The Implementation Discount
When you transition into Wealth Management following your Financial Blueprint, up to $4,000 of your planning fee is applied directly toward your first-year advisory fees across your first four quarterly bills.
*Credit is applied against Wealth Management fees only and is not refundable. Offsets ongoing advisory fees down to $0 without cash payouts.Fee Schedule & Interactive Estimator
| Assets Under Management (AUM) | Annual Advisory Rate |
|---|---|
| Up to $500,000 | 1.00% |
| $500,001 – $1,000,000 | 0.90% |
| $1,000,001 – $2,500,000 | 0.80% |
| $2,500,001 – $5,000,000 | 0.70% |
| Over $5,000,000 | 0.60% |
*Fees are based on assets under management and billed quarterly. Our quarterly minimum starts at $750 ($3,000 annually) and applies before any implementation discount.
Illustrative Estimates Only: Billed amounts shown are estimates based on static AUM entries.
Market Fluctuations: Wealth management fees are calculated quarterly based on account value. Actual fees vary with market performance and account balance changes.
Non-Refundable Credit: The implementation credit applies directly toward ongoing wealth management advisory fees down to $0 per billing cycle and does not result in cash payouts.
Ready to Start Your Partnership?
Schedule an introductory consultation to discuss your financial goals and learn how our ongoing partnership works.
Schedule a Consultation