RC
RC

Ricardo Camacho

5 Years of Experience
Bethesda, MD

Ricardo Camacho is a registered investment advisor at Standard Partners LLC, based in Bethesda, MD, with 5 years of industry experience. Ricardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 46 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
46 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$113.3M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)

Standard Partners manages investments for clients through managed accounts. Clients may pay either a management fee or a performance-based fee, depending on eligibility.

For those who don't meet the 'Qualified Client' standard, the management fee is 1% of the portfolio per year, charged quarterly. For those who do meet the 'Qualified Client' standard, the fee is 25% of profits above a 6% hurdle rate each year. Standard Partners' fees are not negotiable, but they may be reduced or eliminated at the firm's discretion for certain clients.

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Location

7272 Wisconsin Avenue, 9th Floor, Bethesda, MD, 20814

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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
Standard Partners LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Standard Partners LLC
December 2013 - December 2015 · 2 yrs
State Registrations1 state
MD
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.