Albin Campbell
Albin Campbell is a registered investment advisor at Osaic Wealth, INC., based in Orchard Lake, MI, with 33 years of industry experience. Albin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Orchard Lake, MI
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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
Albin manages a family farm, passed down since 1920, dedicating minimal time to it. He also manages an advisory business, places client assets under management, charges fees for portfolio reviews, and provides investment, advisory, and insurance services, taking nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Spc
Sigma Financial CorporationBroker
Next Financial Group, INC.Broker
Intersecurities, INC.Broker
Iac Securities, INC.Broker
Lasalle St Securities, L.L.C.Broker
Vestax Securities CorporationBroker
State Registrations4 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.