John Campbell
John Campbell is a CFP-designated registered investment advisor at Advisory Services Network, based in Sarasota, FL, with 32 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.
Fee Estimator
Location
677 N Washington Blvd., Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a partner at Campbell Harness Capital Wealth Management, LLC, where he manages stock portfolios and provides tax preparation services, dedicating about half his time. He also owns J Campbell & Associates, where he provides accounting/tax preparation services and sells life insurance and fixed annuities, also dedicating about half his time.
Employment History
Current Registrations
Advisory Services Network
Calton & Associates, INC.Broker
Previous Registrations
Csenge Advisory Group, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Sii Investments, INC.Broker
Sentra Securities CorporationBroker
Allstate Financial Services, LLCBroker
Prime Capital Services, INC.Broker
Royal Alliance Associates, INC.Broker
First Empire Securities, INC.Broker
Mony Securities CORP.Broker
Royal Alliance Associates, INC.Broker
W.J. Nolan & Company, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations5 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.
Exams
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