Jeffrey Michael Franklin Camarda
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Minimum quarterly fee of $2,500 for Full Service Financial Planning. Wealth Express is available for clients with less than $400,000 AUM, with a minimum quarterly fee of $1,000.
Fee Estimator
The firm offers two main service levels: Full Service Financial Planning and Wealth Express. Full Service Financial Planning fees are based on a percentage of assets under management, subject to a minimum quarterly fee of $2,500. Wealth Express, for clients with less than $400,000, also charges a percentage of AUM, with a $1,000 minimum quarterly fee. Stand-alone financial planning and consulting services are available at negotiated fixed fees (ranging from $500 to $50,000 or more) or hourly rates ($150 to $1,000 per hour). Fees are negotiable and may vary based on factors like the advisor assigned, anticipated future earnings, and the amount of assets managed.
Areas of Practice
Advisor Information
Office location
4371 Us Highway 17, Suite 201, Fleming Island, FL, 32003
Get directionsRegulatory History (1)
Regulatory
June 1989Other Business ActivitiesSells Insurance
Jeffrey has an ownership interest in TaxMaster.US, LLC, a consulting firm that may provide estate planning, business planning, insurance consulting, tax services, and/or other non-investment financial advisory services. He is also the founder, instructor, and has an ownership interest in Family Wealth Education Institute, an educational company. Jeffrey also owns and manages real estate investments.