Camarda Wealth Advisory Group

CRD#113784
Investment Advisor Firm

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Learn more about Camarda Wealth Advisory Group

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Camarda Wealth Advisory Group is located at 4371 Hwy 17 #201, Fleming Island, FL. The firm employs 9 financial advisors. Camarda Wealth Advisory Group is not a registered broker-dealer.

    The firm manages $325.3 million in assets under management across 1,106 accounts, with 1,094 discretionary accounts and 12 non-discretionary accounts. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. Services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The firm serves retail investors, high net worth investors, and corporations, with retail investors representing the largest client type by accounts. The fee structure includes asset-based, hourly, and fixed fees. There are 96 high net worth clients.

    Camarda Wealth Advisory Group is registered in Alabama, Florida, Georgia, Massachusetts, New York, North Carolina, South Carolina, Tennessee, Texas, and New Hampshire.

    Assets Under Management

    $325.3 million

    Number of Advisors

    9

    Disclosures

    No

    Office Location

    4371 Hwy 17 #201
    Fleming Island, FL 32003

    Camarda Wealth Advisory Group by the Numbers

    Total Assets Under Management

    $325.3 million

    National Average: $8.6 billion
    Total Number of Employees

    20

    National Average: 64
    Total Number of Accounts

    1,106

    National Average: 375,227
    Average Account Size

    $294.1 thousand

    National Average: $23.0 thousand
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    Products and Services

    Services that Camarda Wealth Advisory Group offers include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. In the prior fiscal year, Camarda Wealth Advisory Group provided financial planning services to 251-500 of its clients. The firm does not sell products or offer services other than investment advisory services to its investment advisory accounts.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fees for financial advisory services largely are based on which services the firm provides the client. Fees billed by Camarda Wealth Advisory Group can include some combination of the following fee structures: asset-based, hourly, and fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Camarda Wealth Advisory Group. The company is able to withdraw its charges directly from client accounts.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm works with retail investors, high net worth investors, and corporations. Out of its 1,106 clients, Camarda Wealth Advisory Group's biggest client type by number of accounts is retail investors, but it also serves 96 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 27.99%
    • Other Individuals - 65.6%
    • Corporations - 6.41%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Camarda Wealth Advisory Group does not have any disclosures.

    Please visit its Form ADV for more details.

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