Francisco Camara is a registered investment advisor at Ucap Americas, based in Miami, FL, with 40 years of industry experience. Francisco is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 189 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable at the sole discretion of the firm or representative, up to a maximum of 2.0% annually. Some representatives use tiered schedules while others use a flat percentage.
Fee Estimator
Location
1221 Brickell Avenue, Suite 2040, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2013Other Business Activities
Francisco is a financial advisor at UCAP Asset Management, LLC and a registered representative at UCAP Securities, LLC. He also owns TRICAM ADVISORS LLC to receive remuneration and advises Itera.Health Corp, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Ucap Americas
Ucap AmericasBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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
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