Corey Loy Oliver

8 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

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History

Regulatory History (1)

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Criminal

February 1995

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Camarda Wealth Advisory Group

June 2024 - Present · 1 yr 8 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

January 2018 - October 2023 · 5 yrs 9 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

April 2016 - October 2023 · 7 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.