Camelotta Advisors

Camelotta Advisors is a registered investment advisor based in San Francisco, CA, established in 2004. The firm specializes in providing portfolio management, advisory consulting, and pension consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. They act as fiduciaries, always prioritizing clients' best interests. The minimum portfolio value for new clients is $3,000,000. Camelotta Advisors charges fees based on assets under management, with annual fees up to 1.50% and hourly or flat fees for advisory consulting services. The firm exercises investment discretion for client accounts, allowing them to make decisions on securities transactions without prior client consent. They do not accept proxy voting authority for client securities. The firm does not compensate third-party solicitors for client referrals and receives economic benefits from Custodian for services provided. Clients receive quarterly account reviews, and the firm does not have custody of client funds beyond the ability to debit accounts for fees. Camelotta Advisors does not disclose financial information as it meets all relevant requirements.