EC
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Eduardo Camacho

5 Years of Experience
Los Angeles, CA
Broker

Eduardo Camacho is a registered investment advisor at Schwab Wealth Advisory, INC., based in Los Angeles, CA, with 5 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.

Compensation
N/A
Firm Size
1462 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.

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Location

2029 Century Park East, Suite 940, Los Angeles, CA, 90067

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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
Schwab Wealth Advisory, INC.
December 2024 - Present · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2023 - December 2024 · 1 yr 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.