Janet Campbell is a CFP-designated registered investment advisor at Abunda Financial, LLC, based in Sausalito, CA, with 13 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 33 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Schedule is for equity accounts. Mutual fund accounts: 0.6% on the first $1,000,000, 0.5% over $1,000,000. Fixed income accounts: 0.25% on the first $1,000,000.
Fee Estimator
Location
One Harbor Drive, Suite 300, Sausalito, CA, 94965
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Abunda Financial, LLC
Previous Registrations
Abunda Financial, LLC
State Registrations1 state
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