Clifford Jonathan Camarda

CFP · ChFC

29 Years of Experience

1 Disclosure

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 Hwy 17 #201, Fleming Island, FL, 32003

Get directions

History

Regulatory History (1)

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Criminal

April 1991

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Clifford operates Peak Alpha Wealth Management, LLC as a DBA for financial services, dedicating full-time hours to it. He is also a real estate agent, spending minimal time referring clients, and owns Institutional Equity Solutions, LLC, used to receive compensation.

Employment History

Current Registrations

Camarda Wealth Advisory Group

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

Carroll Financial Associates INC

January 2019 - November 2021 · 2 yrs 10 mos

Prosperity Capital Group, INC.

November 2016 - March 2019 · 2 yrs 4 mos

Camarda Wealth Advisory Group

August 2001 - July 2016 · 14 yrs 11 mos

Sunset Financial Services, INC.Broker

March 2001 - September 2004 · 3 yrs 6 mos

Signator Investors, INC.Broker

March 1996 - December 1999 · 3 yrs 9 mos

John Hancock Mutual Life Insurance CompanyBroker

March 1996 - May 1997 · 1 yr 2 mos

John Hancock Distributors, INC.Broker

June 1993 - August 1994 · 1 yr 2 mos

John Hancock Mutual Life Insurance CompanyBroker

June 1993 - August 1994 · 1 yr 2 mos

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.