Camelot Round Table Program

Unleash the benefits of a seat at the Round Table

Level Benefits:

Premier Level Benefits ($1-$5 Million AUM):

• Exclusive Portfolio Manager Call or Webinar for your clients (1 per year)

• Custom Account with exceptions to minimums (1 Account)

• Marketing Document Support: Assistance with edits, designs, and general support

• 5% of Camelot Revenue: The Camelot Round Table Program offers referral revenue for Advisors at various levels. Revenue is specific to the referred Advisor’s production and is shared for four quarters after the referred Advisor opens their first account.

Premium Level Benefits (over $5 Million AUM):

• Exclusive Portfolio Manager Call or Webinar for your clients (1 per year)

• Custom Account with exceptions to minimums (2 Accounts)

• Marketing Document Support: Assistance with edits, designs, and general support

• Marketing Assistance: Funds for Marketing event or Marketing software ($1,000.00 per year)

• Marketing Event Planning Support: Camelot will help plan and coordinate your client event (1 per year)

• Portfolio Manager Live Client Event: An in-person event for your clients with one of our Portfolios Managers (1 per year)

• Practice Valuation from Truelytics (1 time use)

• 7% of Camelot Revenue: The Camelot Round Table Program offers referral revenue for Advisors at various levels. Revenue is specific to the referred Advisor’s production and is shared for four quarters after the referred Advisor opens their first account.

PARTNER Level Benefits (over $10 Million AUM):

22 Partner Spots Available (15 spots remaining):

• Exclusive Portfolio Manager Call or Webinar for your clients (2 per year)

• Custom Accounts with exceptions to minimums (3 Accounts)

• Marketing Document Support: Assistance with edits, designs, and general support

• Marketing Assistance: Funds for Marketing event or Marketing Software ($2,500.00 per year)

• Marketing Event Planning Support: Camelot will help plan and coordinate your client event (1 per year)

• Portfolio Manager Live Client Event: An in-person event for your clients with one of our Portfolios Managers (2 per year)

• Practice Valuation from Truelytics (1 time use)

• Partner Advisory Board: Help determine the future path of Camelot and provide input on how we can better serve advisors. (1 per year)

• Client Discounts: Camelot will discount our management fees to match a reduction in your advisor fees, up to 30%.

• Exclusive Partner Event: A special planned event for Partner Advisors (1 per year)

• 10% of Camelot Revenue: The Camelot Round Table Program offers referral revenue for Advisors at various levels. Revenue is specific to the referred Advisor’s production and is shared for four quarters after the referred Advisor opens their first account.

Transition offer: All Levels

**Advisors will qualify for Transition offer if moving at least 5 Million in AUM to Camelot**

• Portfolio Manager will visit to review each client and determine best strategies

• Operations Team Assistance

• Transition loan (if needed)

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Questions?

It would be our pleasure to discuss this further with you.

For any questions, comments or concerns please call or email us at:

419.794.0538

king.arthur@camelotportfolios.com