Alexander Campbell
Alexander Campbell is a registered investment advisor at A.G. Campbell Advisory, LLC, based in Baltimore, MD, with 40 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 67 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G. Campbell Advisory charges a fee based on a percentage of the assets they manage. The exact fee is negotiated with each client, but generally falls between 0.75% and 1.50% per year, charged quarterly in advance. You may also incur other fees related to investments, such as brokerage commissions or fund expenses.
Location
190 W. Ostend Street, Suite 200, Baltimore, MD, 21230
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2000Other Business Activities
Alexander is the managing partner of AG Campbell Advisory, LLC, a registered investment advisor firm. He also has a consulting agreement with DM Management, providing advice on business matters involving a portfolio manager for minimal time each month.
Employment History
Current Registrations
A.G. Campbell Advisory, LLC
Previous Registrations
Coastal Equities, INC.Broker
Temenos Advisory, INC.
Fairport Capital, INC.Broker
Brown Advisory Securities, LLC
Brown Advisory Securities, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations3 states
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.