Jeffrey Camarda
Jeffrey Camarda is a CFA-designated registered investment advisor at Camarda Wealth Advisory Group, based in Fleming Island, FL, with 40 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 343 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
This fee schedule is for Full Service Financial Planning. Wealth Express clients with less than $400,000 pay 2.50% annually, subject to a $1,000 minimum per quarter. Fees and account minimums may be negotiable.
Fee Estimator
Location
4371 Us Highway 17, Suite 201, Fleming Island, FL, 32003
Get directionsHistory
Regulatory 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.
Employment History
Current Registrations
Camarda Wealth Advisory Group
Previous Registrations
Sunset Financial Services, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
Power Securities CorporationBroker
Blinder, Robinson & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.