LC
LC

Luis Camacho

22 Years of Experience
Beachwood, OH

Luis Camacho is a registered investment advisor at Stratos Wealth Partners, LTD, based in Beachwood, OH, with 22 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
376 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K

Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.

With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.

A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.

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Location

3750 Park East Drive, Suite 200, Beachwood, OH, 44122

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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.

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Employment History
Current Registrations
Stratos Wealth Partners, LTD
September 2019 - Present · 6 yrs 8 mos
Stratos Wealth Advisors LLC
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
May 2013 - June 2018 · 5 yrs 1 mo
Charles Schwab & CO., INC.Broker
May 2004 - April 2013 · 8 yrs 11 mos
Morgan Stanley
September 2003 - April 2004 · 7 mos
Morgan Stanley Dw INC.Broker
July 2003 - April 2004 · 9 mos
State Registrations1 state
OH
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.
Luis Camacho - Financial Advisor | TrueAdvisor