Sherry Campbell
Sherry Campbell is a CFP-designated registered investment advisor at Strategic Blueprint, LLC, based in Greensboro, NC, with 29 years of industry experience. Sherry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,506 clients with $2.5B 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 $250K | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Rates shown are the maximum asset-based fees for the all-inclusive program. Non-inclusive program maximum rates are 0.10% lower across all tiers. All fees are negotiable.
Fee Estimator
Location
603 Dolley Madison Road, Ste 200, Greensboro, NC, 27410
Get directionsHistory
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
Sherry operates under the DBA Gencrest Capital for marketing financial services, tax preparation, and divorce wealth strategy, dedicating about 10-20% of her time. She is also an agent for fixed insurance products, spending minimal time on this activity.
Employment History
Current Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance, INC.Broker
The Strategic Financial Alliance, INC.
The Strategic Financial Alliance
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Cetera Advisors LLCBroker
Cetera Advisors LLC
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
State Registrations8 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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