JC
CFP
JC
CFP

Jamie Dewayne Carmack

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
27 advisors
Number of Clients
1,332 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.50%
$10M+0.25%

Fees are negotiable and may vary based on numerous factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

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.

Learn about disclosures →
Employment History
Current Registrations
Corda Investment Management, LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Vanguard Advisers, INC.
March 2022 - January 2023 · 10 mos
Vanguard Marketing CorporationBroker
March 2022 - January 2023 · 10 mos
Northwestern Mutual Investment Services,llc
February 2021 - March 2022 · 1 yr 1 mo
Northwestern Mutual Investment Services, LLCBroker
February 2021 - March 2022 · 1 yr 1 mo
TD Ameritrade, INC.
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade, INC.Broker
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade Investment Management, LLC
February 2018 - December 2020 · 2 yrs 10 mos
Scottrade Investment Management
January 2017 - February 2018 · 1 yr 1 mo
Scottrade, INC.Broker
January 2002 - February 2018 · 16 yrs 1 mo
Fidelity Brokerage Services LLCBroker
March 2001 - January 2002 · 10 mos
AmeritradeBroker
June 1999 - February 2001 · 1 yr 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.