Camarda Wealth Advisory Group provides discretionary and non-discretionary investment management alongside comprehensive financial planning services. Camarda Wealth Advisory Group builds custom portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and options based on each client's goals and risk tolerance. In addition to portfolio management, Camarda Wealth Advisory Group helps clients navigate retirement planning, business planning, risk control and insurance planning, tax strategies, estate planning, and asset protection. The firm offers two main service tiers: Full Service Financial Planning and a streamlined option called Wealth Express for smaller accounts. Camarda Wealth Advisory Group also operates affiliated entities that provide tax and business consulting services, as well as educational materials.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees are negotiable at the firm's discretion. The firm also offers a 'Wealth Express' program for accounts under $400,000 charged at 2.50% with a $1,000 minimum quarterly fee.