Camden Miracle is a CFP-designated registered investment advisor at Spectrum Financial Alliance, LTD., L.L.C., based in Nicholasville, KY, with 2 years of industry experience. Camden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 563 clients with $520M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
563 clients
Average Client Portfolio
$918K average
Assets Under Management
$516.9M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Fees are negotiable based upon the complexity of your financial situation, composition of the account, previous history with us, and related accounts. SFA will credit a portion of its management fees to certain investors who incur charges to surrender annuities, CDs, load mutual funds, REITS, other securities, or instruments to have the proceeds managed by SFA. In addition, you can bundle accounts of household members in order to reach a higher total account value and therefore a lower fee level.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

105 Wind Haven Drive, Nicholasville, KY, 40356

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Spectrum Financial Alliance, LTD., L.L.C.
July 2023 - Present · 2 yrs 9 mos
State Registrations1 state
KY
Advisor

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.

Exams
No exam information available for this advisor.