Scott Campbell is a CFP, ChFC-designated registered investment advisor at Wealth Acumen, INC., based in Parker, CO, with 26 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 7 clients with $27M 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 $1.0M | 1.15% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Tiered fee rates are negotiable at the discretion of Wealth Acumen, Inc.
Fee Estimator
Location
Parker, CO
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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 Activities
Scott is the president of Life Acumen, Inc., a non-investment related company providing accounting and consulting services. He is expected to dedicate minimal time to this company.
Employment History
Current Registrations
Wealth Acumen, INC.
Previous Registrations
Strongwater Schott, LTD.
AXA Advisors, LLC
State Registrations2 states
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