Camarda Wealth Advisory Group provides investment management using model portfolios and offers advice on investments, insurance, estate and trust planning, tax advice and planning, and retirement and financial planning. They also offer retirement plan management and consulting, as well as standalone investment and financial planning services. Clients work with Camarda to determine appropriate portfolios based on their risk tolerance and goals.
Assets Under Management$330M
Clients343
Advisors11
Avg. per Client$950K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
This fee schedule is for Full Service Financial Planning. Wealth Express clients with less than $400,000 pay 2.50% annually, subject to a $1,000 minimum per quarter. Fees and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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