Charles Campbell
Charles Campbell is a registered investment advisor at Blackwatch Financial Group, LLC, based in Lisle, IL, with 37 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 1 more. Their firm serves 28 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BlackWatch Financial Group manages investments for a percentage of the portfolio's value. The annual fee is negotiable and generally ranges up to 1.10%, depending on factors like the amount invested and the complexity of the client's situation. Clients may also incur brokerage commissions and fund-level expenses.
Location
4200 Commerce Court, Suite 310, Lisle, IL, 60532
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2018Employment History
Current Registrations
Blackwatch Financial Group, LLC
Previous Registrations
Blackwatch Financial Group, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Investment Professionals, INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.
Investment Professionals, INC.Broker
Proequities, INC.Broker
Investment Advisors
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Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations2 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.