Jose Fernandez is a CFP-designated registered investment advisor at Camerondowning, INC., based in Davie, FL, with 5 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 85 clients with $41M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.70% |
This fee schedule is for assets held at TD Ameritrade. For crypto assets held at Gemini and Prime Trust through Onramp Invest, CameronDowning charges a flat monthly fee of 1% per year. Onramp Invest also charges .75% fee on all transactions, both buys and sells, and an additional .5% fee for using its asset allocation program.
Fee Estimator
Location
Davie, FL
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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
Jose works as an insurance agent since August 2023, offering insurance products and services to clients and prospects. This activity is investment-related.
Employment History
Current Registrations
Camerondowning, 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.