CM
CFP
CM
CFP

Camden Miracle

3 Years of Experience
Nicholasville, KY

Camden Miracle is a CFP-designated registered investment advisor at Spectrum Financial Alliance, LTD., L.L.C., based in Nicholasville, KY, with 3 years of industry experience. Camden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 674 clients with $810M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
674 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$813.0M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Spectrum Financial Alliance charges an ongoing annual fee based on the value of your investment portfolio, billed monthly in arrears. While the specific fee schedule is not detailed in the text excerpt, the firm notes that fees are generally non-negotiable but may be adjusted based on account complexity, composition, and household account bundling. Any retirement plan accounts that invest in the firm's standard models are charged at the standard fee schedule, while other retirement plan accounts are charged at half the normal rate.

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Location

105 Wind Haven Drive, Nicholasville, KY, 40356

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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
Spectrum Financial Alliance, LTD., L.L.C.
July 2023 - Present · 3 yrs 3 mos
State Registrations1 state
KY
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.
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