Camarda Wealth Advisory Group
Assets Under Management
$325.3M
Number of Clients
343
Number of Advisors
9
Average Client AUM
$948K
AUM per Advisor
$36.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Camarda Wealth Advisory Group provides investment management on a discretionary basis, along with advice on investments, insurance, estate and trust planning, tax advice, and retirement and financial planning. They also offer retirement plan management/consulting and standalone investment/financial planning services. The firm manages accounts using proprietary and sourced research or model portfolios.
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
Location
4371 Hwy 17 #201, Fleming Island, FL, 32003