Camelot Portfolios, LLC

Camelot Portfolios, LLC, a registered investment adviser, has been in operation since February 2008 and offers a wide array of services to both individual clients and investment professionals. The firm provides asset management services on both discretionary and non-discretionary bases, allowing clients to have varying levels of control over their investments. Camelot also offers model strategies that are accessible to other investment advisers for their clients. The firm's investment strategies include Core Income, ETF Bond Ladder, Freedom Elite, Hedged ETF Growth, International ETF, and more, each tailored to specific investment objectives and risk profiles. Clients of Camelot Portfolios can expect negotiable asset management fees ranging from 0.50% to a maximum of 2.00%, with occasional fee reductions for grouped client accounts. The firm may receive non-cash benefits, such as investment research and educational seminars, from recommended broker-dealers through soft dollars. Camelot also allows clients to direct brokerage, although this may impact the firm's ability to aggregate trades and reduce transaction costs. The firm reviews client accounts annually or as needed based on market conditions or client circumstances. Camelot Portfolios has arrangements with Adhesion Wealth Advisor Solutions and Envestnet for overlay portfolio management services, enhancing the firm's trading capabilities and administrative services. Clients are encouraged to review their account performance and statements provided by their custodian to ensure transparency and accuracy in their investments.