FC

Francisco Miguel De La Camara

39 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
178 clients
Average Client Portfolio
$932K average
Assets Under Management
$165.9M

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
Financial Plan Fee:$500 - $5,000

UCAP provides investment management services for an annual fee based upon a percentage of the market value of the assets being managed. These fees are negotiable, but annual fees shall not exceed 2% of the assets under the Firm's management. Some representatives use a tiered fee schedule; others charge a flat percentage applied to all assets under management. Fees for financial planning services are negotiated on a case-by-case basis and charged on a fixed fee basis, ranging from $500 to $5,000 or more.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

1221 Brickell Avenue, Suite 2040, Miami, FL, 33131

Get directions
Regulatory History (1)
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Customer Dispute
January 2013
Denied
Other Business Activities

Francisco is a financial advisor at UCAP Asset Management, LLC and a registered representative at UCAP Securities, LLC. He also owns TRICAM ADVISORS LLC to receive remuneration and advises Itera.Health Corp, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Ucap Americas
October 2021 - Present · 4 yrs 3 mos
Ucap AmericasBroker
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2014 - September 2021 · 6 yrs 11 mos
Wells Fargo Clearing Services, LLC Broker
October 2014 - September 2021 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2004 - October 2014 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
February 1986 - October 2014 · 28 yrs 8 mos
State Registrations6 states
CACOFLGATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.