Nora Camejo
Nora Camejo is a registered investment advisor at Portfolio Resources Advisor Group, INC., based in Coral Gables, FL, with 5 years of industry experience. Nora operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 349 clients with $120M 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 | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Rates reflect the non-wrap fee management schedule. Wrap-fee program annual fees reach up to 2.75% for the first $1M, 2.50% for the next $4M, and 2.25% above $5M. Fees are negotiable.
Fee Estimator
Location
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL, 33146
Get directionsHistory
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 ActivitiesSells Insurance
Nora is a freelance graphics designer since 1993, and a Florida real estate sales associate since 2001. She is also a Florida life and variable annuities insurance agent since 2015, and devotes nearly full-time hours to these other businesses.
Employment History
Current Registrations
Portfolio Resources Advisor Group, INC.
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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