Clifford Camarda
Clifford Camarda is a CFP, ChFC-designated registered investment advisor at Advisor Share Wealth Management, LLC, based in Fleming Island, FL, with 29 years of industry experience. Clifford 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. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
1505 Vineland Circle Unit C, Fleming Island, FL, 32003
Get directionsHistory
Regulatory History (1)
Criminal
April 1991Other 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
Advisor Share Wealth Management, LLC
Previous Registrations
Camarda Wealth Advisory Group
Carroll Financial Associates INC
Prosperity Capital Group, INC.
Camarda Wealth Advisory Group
Sunset Financial Services, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
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.