Key Contact
Frank Echelmeyer
P: (419) 794-0538 ext. 124
E: frankechelmeyer@camelotportfolios.com
Available Strategies
Strategy Name
Category
Asset Type
Subscription Fee*
Premium Stock Growth
Growth
Equity/Mutual Funds/ETFs
25 bps
Premium ETF Growth
Growth
ETFs
25 bps
Premium Fund Management
Growth
Mutual Funds
25 bps
International ETF
Growth
ETFs
25 bps
Quantum Equity
Growth
Equity
25 bps
SMID Value
Growth
Equity
25 bps
Freedom Formula
Growth
Equity
25 bps
Freedom Elite
Growth
ETFs
25 bps
Biblically Responsible
Growth
Mutual Funds
25 bps
Core Income
Income
Mutual Funds
25 bps
ETF Bond Ladder
Income
ETFs
25 bps
Opportunities Income
Income
Equity/Mutual Funds/ETFs
25 bps
Premium Municipals
Income
Mutual Funds
25 bps
Premium Stock Dividend
Income
Equity/Mutual Funds/ETFs
25 bps
Aggressive Income
Income
Equity/Mutual Funds/ETFs
25 bps
*The subscription fee refers only to the fee that the manager charges for access to their strategies. It does not include the Arete platform fee, internal expenses for underlying holdings, trading costs, or any other type of expense.