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Jeffrey Camarda

Camarda Wealth Advisory Group
40 Years of Experience
Fleming Island, FL
1 DisclosureSells Insurance
View SEC Summary
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Jeffrey Camarda is a CFA-designated registered investment advisor at Camarda Wealth Advisory Group, based in Fleming Island, FL, with 40 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 286 clients with $320M in assets under management.

Camarda Wealth Advisory Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
286 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$315.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

Fees are negotiable at the firm's discretion. The firm also offers a 'Wealth Express' program for accounts under $400,000 charged at 2.50% with a $1,000 minimum quarterly fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4371 Us Highway 17, Suite 201, Fleming Island, FL, 32003

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 1989
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey has an ownership interest in TaxMaster.US, LLC, a consulting firm that may provide estate planning, business planning, insurance consulting, tax services, and/or other non-investment financial advisory services. He is also the founder, instructor, and has an ownership interest in Family Wealth Education Institute, an educational company. Jeffrey also owns and manages real estate investments.

Employment History
Current Registrations
Camarda Wealth Advisory Group
November 1997 - Present · 28 yrs 11 mos
Previous Registrations
Sunset Financial Services, INC.Broker
October 1999 - September 2004 · 4 yrs 11 mos
Signator Investors, INC.Broker
February 1993 - June 1999 · 6 yrs 4 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1993 - May 1997 · 4 yrs 3 mos
Mony Securities CORP.Broker
March 1990 - January 1993 · 2 yrs 10 mos
The Mutual Life Insurance Company of New YorkBroker
March 1990 - October 1990 · 7 mos
Power Securities CorporationBroker
August 1988 - February 1989 · 6 mos
Blinder, Robinson & CO., INC.Broker
November 1984 - November 1988 · 4 yrs
State Registrations1 state
FL
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.
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