Cameron Thomas
Advisor at Alpha Wealth Funds, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Alpha Wealth Funds, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alpha Wealth Funds, LLC
Location
Chicago, IL
Credentials
Series 63, Series 65
Industry experience
11 years
$0+: Up to 1.5% - 2.0% annually for separately managed accounts $0+: 1.00% - 2.0% annually for THE FUNDS Management Fee (charged monthly in advance)
Insurance products such as life insurance and annuities offered through licensed agents; may receive commissions.
Performance Fee of 10% to 20% of net capital appreciation annually for THE FUNDS, subject to a high water mark; only charged to qualified clients.
Account minimum: $250,000 for interests in THE FUNDS; $500,000 for separately managed accounts (negotiable) Fee-only: Financial planning services with one-time fees ranging from $1,500 to $15,000 based on complexity and other factors.
Alpha Wealth Funds, LLC
2025 - Present (1 year)
Northern Trust
2022 - 2025 (3 years)
Foreside Fund Services, LLC
2020 - 2021 (1 year)
Aviva Investors America
2019 - 2021 (2 years)
Goldman, Sachs & Co.
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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