Jeffrey Michael Franklin Camarda

CFA

39 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness Owners

Camarda Wealth Advisory Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

343 clients

Average Client Portfolio

$948K average

Assets Under Management

$325.3M

Fee Structure

Financial Planning:Included in AUM fee

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%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$1,000

Location

4371 Us Highway 17, Suite 201, Fleming Island, FL, 32003

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

June 1989

Final

View Full SEC Report How to Read Disclosures

Other 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.

Employment History

Current Registrations

Camarda Wealth Advisory Group

November 1997 - Present · 28 yrs 3 mos

Previous Registrations

Sunset Financial Services, INC.Broker

October 1999 - September 2004 · 4 yrs 11 mos

Signator Investors, INC.Broker

February 1993 - June 1999 · 6 yrs 4 mos

John Hancock Mutual Life Insurance CompanyBroker

February 1993 - May 1997 · 4 yrs 3 mos

Mony Securities CORP.Broker

March 1990 - January 1993 · 2 yrs 10 mos

The Mutual Life Insurance Company of New YorkBroker

March 1990 - October 1990 · 7 mos

Power Securities CorporationBroker

August 1988 - February 1989 · 6 mos

Blinder, Robinson & CO., INC.Broker

November 1984 - November 1988 · 4 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.