Assets Under Management
$325.3M
Number of Clients
343
Number of Advisors
10
Average Client AUM
$948K
AUM per Advisor
$32.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Camarda Wealth Advisory Group provides investment management on a discretionary basis, along with advice on investments, insurance, estate and trust planning, tax advice, and retirement and financial planning. They also offer retirement plan management/consulting and standalone investment/financial planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
4371 Hwy 17 #201, Fleming Island, FL, 32003