Robert Campbell is a registered investment advisor at Oneseven, based in Beachwood, OH, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (1)
Investigation
April 2015Other Business Activities
Robert operates RJ Campbell Investments, LLC as a DBA for his financial securities business through B. Riley Wealth Management, dedicating nearly full-time hours to it. He also owns rental real estate through Prizer Property Investments, LLC, spending minimal time on it.
Employment History
Current Registrations
Oneseven
Previous Registrations
B. Riley Wealth Advisors, INC.
United Advisors Services, LLC
Triton Capital Management, LLC
Wachovia Securities, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.