Camelot Wealth’s advisors are trained and experienced in most any financial issue that an individual or family can face. From preparing for a baby on the way, to making profitable investments, to planning for income in retirement, to caring for aging parents, and lots of things in between. If its money related, we can help.
Great question. And it’s different from "fee-based", although many people think they are the same. Fee-only advisors do not sell financial products or anything else that pays a commission. Ever. Instead, they are paid directly by their clients. We think fee-only is best, because it reduces conflicts of interest. Camelot Wealth’s clients never have to worry about who their advisor is really working for. It’s the kind of advisor we would want for ourselves, so it’s the kind of advisors we are.
Yes. We generally require at least $250,000.00 for ongoing investment management services. But will waive the minimums at our discretion.
Yes. Camelot Wealth’s advisors generally has his/her own clients. Sometimes our advisors work together with the same clients but you will not be handed off to another advisor unless you ask. Our success is built on a limited number of long-term relationships, not on volume.
Great question. See "ADV" on disclosures page for an extended answer. All fees are negotiable and agreed upon prior to signing the agreement.
Yes. Your invested money and the assets chosen for your account will be held (custodied) at TD Ameritrade Institutional and not in a Camelot Wealth account. The account there is yours, not ours. You have full control over the money and receive account statements directly from TD Ameritrade Institutional. You simply give us permission to view your account and make trades on your behalf.
No long-term contracts; for any of our investments. We do require clients to sign a financial planning agreement or an investment management agreement that covers what each party is agreeing to and what they can expect from each other.
Just let us know. You can end your relationship with us at any time. Our fee is pro-rated to the day that your tell us to stop managing your account.
The real work begins — you're making choices and implementing your plan. What good is a plan if there is no action? Most of our planning engagements include a list of suggested action steps for you to follow. They also include ongoing support for you (at no additional fee) as you follow those suggested steps.
Each individual client portfolio is built to fit the client’s goals, financial situation, risk / loss tolerance and life stage. Nearly all of our portfolios are diversified across multiple asset classes and then further diversified within each of those asset classes.
Yes, but we are fee-only advisors. That means we work with insurance companies that offer low-cost surrender free annuities. We offer both fixed and variable annuities through our partnership with two specific carriers. Please see Annuities tab for more information.
Yes. Estate planning is a component of personal finance. We’re not attorneys, and we don’t give specific legal advice or draft legal documents. We do, however, help clients identify major issues, think about their options, and find qualified legal help for putting their wishes in place.
As much as you want, but we will focus on educating you on every aspect of your financial life. The better educated you are about your investments, the more educated decisions you can make. Please visit our "Links" tab for more information and educational resources.
A simple summary of your income, expenses, your assets and liabilities would be helpful. Prior to the first meeting, spend some time thinking about your financial goals, the issues you need help with, and the questions you’d like to ask about Camelot Wealth and its advisors.
Contact us and we’ll be happy to answer it.
SHAWN P. MAHONEY
Senior Financial Advisor
Toll-free: (844) IRA-PLAN
Direct: (305) 968-4832
BRIAN G. MAHONEY
Managing Partner/ Chief Compliance Officer
Toll-free: (844) IRA-PLAN
Direct: (813) 510-4910
Our team of advisors is dedicated to providing sound advice and guidance to our clients. We take the time to research your situation completely and bring about the most effective opportunities ensuring you get the successful outcome you've planned for. We're proud that so many of our clients have repeatedly turned to us for advice and guidance. We are determined to work hard to earn our clients loyalty every day. We're here to help you succeed.
We are easy to talk to and our office environment is unpretentious. Our clients appreciate our qualifications, experience and our independence; and the fact that we don’t sell financial products.
Camelot Wealth Management LLC is located in Oldsmar, 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. 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 low, 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 complimentary planning and analysis, ongoing investment management, or both. Our fees vary, based on the assets under management and we do not offer any products that are commission based.
In every case our fee is fully-disclosed and the terms of the engagement are documented in a written agreement before any work begins.