Top financial advisors in Fleming Island, FL
We've curated a list of the best financial advisors in Fleming Island, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $275,385,134 Number of advisors 16 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Fleming Island, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fleming Island. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Camarda Wealth Advisory Group
Camarda Wealth Advisory Group, operating as Camarda Financial Advisors, LLC, was established in 1998 and transitioned to a Limited Liability Company in 2009. The firm offers investment management services on a discretionary basis, along with advice on investments, insurance, estate and trust planning, tax advice, and retirement planning. Clients have the option to engage in retirement plan management and consulting services, including ERISA retirement plans. The firm provides investment planning, financial planning, and consulting services on a standalone fee basis. Camarda primarily manages investment advisory accounts using proprietary and sourced research or model portfolios, tailored to meet specific investment strategies. Clients have the opportunity to place reasonable restrictions on their investments and retain individual ownership of securities. The firm charges a quarterly fee based on the value of assets under management, with a minimum quarterly fee for different asset ranges. Additionally, Camarda offers a streamlined portfolio management option called Wealth Express for clients with less than $400,000 of assets under management. The firm does not participate in performance-based fees, and clients have the option to deduct advisory fees from their custodial account. Camarda does not vote client proxies and does not receive compensation from the sale of securities. The firm maintains a Code of Ethics and personal securities transaction policy to prevent conflicts of interest. Clients receive regular account statements and transaction confirmations from the custodian. Camarda does not have any disciplinary actions and has not been involved in bankruptcy proceedings. Clients are encouraged to review their accounts annually and can impose reasonable restrictions on the firm's discretionary authority. For more information, clients can contact the Chief Compliance Officer, Ashley Howard.
$275,385,134 under management
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Fleming Island, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fleming Island. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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