Leodegario Camacho
Leodegario Camacho is a PFS-designated registered investment advisor at Camacho Capital Planning Advisors LLC, based in Monmouth Junction, NJ, with 23 years of industry experience. Leodegario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 22 clients with $3.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fee Estimator
Location
4105 Us Hwy 1 Suite 12, Monmouth Junction, NJ, 08852
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Leodegario is a partner in the accounting firm Camacho & Camacho, LLP, dedicating about half his time to this role. He is also a member of the real estate rental business MTMMK Properties LLC, spending minimal time on this activity.
Employment History
Current Registrations
Camacho Capital Planning Advisors LLC
Previous Registrations
Tfs Advisory Services
Tfs Securities, INC.Broker
State Registrations1 state
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