Dawn Campbell is a registered investment advisor at Terra Wealth, based in Vancouver, WA, with 15 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,087 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Terra Wealth charges an annual advisory fee based on the value of your portfolio, average daily balance, or a flat dollar fee. The maximum fee is 2.00%. Fees are negotiable based on the size and nature of the relationship, services rendered, and complexity of investments. For clients using external managers, fees are deducted from the client's account, and a portion is provided to Terra Wealth. Terra Wealth does not earn compensation from TAMPs and will only earn its investment advisory fee.
Location
Vancouver, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dawn is the president of Dawn Campbell Consulting, providing due diligence and sales support to RIAs related to alternative real estate and qualified opportunity zone products. This takes about a quarter of her time.
Employment History
Current Registrations
Terra Wealth
Previous Registrations
Apollon Wealth Management, LLC
Madrona Financial Services, LLC
Colorado Financial Service CorporationBroker
Inland Securities CorporationBroker
Mvp American SecuritiesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Welsh Securities LLCBroker
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.