Camacho Capital Planning Advisors LLC offers portfolio management services based on individual client goals and risk tolerance. They create investment policy statements and construct plans to match each client's specific situation. The firm also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They primarily recommend mutual funds and ETFs.
Assets Under Management$3.7M
Clients22
Advisors1
Avg. per Client$170K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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