Margarita Camacho is a registered investment advisor at Alianza CORP. Investment Advisor, based in Miami, FL, with 2 years of industry experience. Margarita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 538 clients with $110M 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 $200K | 1.65% |
| $200K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable based on portfolio complexity, size, and services provided. Wrap fee program fees may vary; see the Wrap Fee Brochure for details.
Fee Estimator
Location
175 SW 7th St, Suite 1703, Miami, FL, 33135
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Alianza CORP. Investment Advisor
State Registrations1 state
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