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David Campbell

Qualified Plan Advisory, LLC
20 Years of Experience
Costa Mesa, CA
1 Disclosure
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David Campbell is a registered investment advisor at Qualified Plan Advisory, LLC, based in Costa Mesa, CA, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30 clients with $97M in assets under management.

Qualified Plan Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$96.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.75%
$1M+0.50%

Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

555 Anton Blvd., Suite 150, Costa Mesa, CA, 92626

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History

Regulatory History (1)
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Criminal
August 1990
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Qualified Plan Advisory, LLC
April 2006 - Present · 20 yrs 1 mo
Previous Registrations
American Portfolios Advisors, INC
October 2005 - March 2006 · 5 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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