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.

Munn Wealth Management, LLC, established in 2002, offers a range of services including asset management, financial planning, and tax preparation. The firm provides custom investment advice to individuals, trusts, foundations, and corporations. Clients can choose between discretionary or non-discretionary asset management services, with accounts typically managed using Camelot Portfolios' proprietary models. The firm emphasizes the importance of accurate client information to create tailored financial plans. Investment strategies offered include Preservation, Conservative, Stable, Moderate, Growth, and Aggressive, each catering to different risk profiles and goals. Financial planning fees range from $250 to $5,000, while asset management fees are negotiable, typically ranging from 0.50% to 2.00%. Clients have the option to engage in tax preparation services on a fixed fee basis or include it with asset management services. Munn Wealth Management recommends custodial services from Fidelity, Goldman Sachs, Interactive Brokers, or TradePMR, based on factors like commission costs and value-added services. The firm may receive non-cash benefits from recommended custodians, known as "soft dollars," which are used for research and educational purposes. Clients are encouraged to review statements and confirmations directly from their custodian. Munn Wealth Management does not provide legal advice but may recommend clients to an affiliated attorney for legal services. The firm discloses potential conflicts of interest related to referrals, third-party compensation, and ownership affiliations. Clients are advised to review the firm's Code of Ethics, Proxy Voting Policies, and other relevant disclosures for a comprehensive understanding of the firm's practices.

Atlantis Wealth Advisors LLC, established in November 2013, offers financial planning and asset management services through various investment teams with distinct focuses. The firm assists clients in creating personalized financial and investment plans based on individual goals and circumstances. Asset management services, provided on discretionary or non-discretionary bases, involve advising clients on securities transactions. AWA does not have a specified minimum account size, but some third-party managers may require a minimum. Financial planning fees range from $125 to $350 per hour, while asset management fees vary from 0.50% to 2.00% annually. Clients may pay fees directly from their accounts or through an automated payment service. AWA recommends Interactive Brokers, Fidelity, or Goldman Sachs as custodians for client accounts. The firm may receive non-cash benefits from these custodians, such as research and educational seminars. AWA reviews accounts annually and does not have custody of client assets beyond fee deductions. Clients are encouraged to vote on proxies related to their investments. The firm does not accept authority to vote client securities. AWA's financial information does not require a financial statement as fees are not solicited in excess of $1,200 per account and six months in advance.