Francisco Camara is a registered investment advisor at Ucap Americas, based in Miami, FL, with 40 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 178 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UCAP Asset Management charges an annual fee based on a percentage of the value of your investments. The fees are negotiable, but cannot exceed 2% annually. Some advisors use a tiered fee schedule, while others charge a flat percentage. Fees are calculated monthly and billed quarterly.
Location
1221 Brickell Avenue, Suite 2040, Miami, FL, 33131
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Regulatory History (1)
Customer Dispute
January 2013Other 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
Ucap AmericasBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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.