Advisor at Liberty Square Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Liberty Square Wealth Partners LLC
Location
Ocala, FL
Credentials
CFP®, Series 63, Series 65
Industry experience
37 years
Gerald Camera is a CFP® professional with 37 years of industry experience. He is currently a partner at Liberty Square Wealth Partners LLC and previously worked at Ameriprise Financial Services, LLC for over three decades. Outside of his advisory work, he owns and manages riding and show horses. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through discretionary and non-discretionary wealth management and financial planning. The firm emphasizes long-term portfolio management using ETFs, mutual funds, and individual securities, and manages approximately $476 million in discretionary assets across two advisors.
Based on Liberty Square Wealth Partners LLC
Based on Liberty Square Wealth Partners LLC
Financial planning fixed fees range from $500 to $2,500.
$0+: 0.50% annually unspecified+: up to 1.50% annually
Certain Advisory Persons receive commissions from insurance product sales and as Registered Representatives of PKS for commissionable transactions, separate from advisory fees.
Financial planning services hourly rate up to $300 per hour.
Fee-only: Wealth management fees range from 0.50% to 1.50% annually, paid monthly in advance; Retirement plan advisory fees up to 1.00% annually; Financial planning fixed fees range from $500 to $2,500; hourly fees up to $300/hour.
Ocala, FL
Florida
Purshe Kaplan Sterling Investments, Inc.
2024 - Present (2 years)
Liberty Square Wealth Partners LLC
2024 - Present (2 years)
Ameriprise
1988 - 2024 (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63, Series 65
Silver Springs, FL
Elevation Haven Financial
CFP®, CFA®, ChFC®, Series 63, Series 65
Ocala, FL
One Day Wealth Management
Series 63, Series 65
Ocala, FL
LifeCare Funding Solutions, LLC
Series 63, Series 66
Ocala, FL
Private Client Services Group, LLC
Series 65
Ocala, FL
Gray Lion Capital
Series 63, Series 65
Ocala, FL
Ocala Capital, LLC
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