Corey Oliver
Corey Oliver is a registered investment advisor at Camarda Wealth Advisory Group, based in Fleming Island, FL, with 9 years of industry experience. Corey 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $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
Location
4371 Hwy 17 #201, Fleming Island, FL, 32003
Get directionsHistory
Regulatory History (1)
Criminal
February 1995Employment History
Current Registrations
Camarda Wealth Advisory Group
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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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