Blake Campbell
Blake Campbell is a registered investment advisor at Onesource Wealth Advisors, based in Vero Beach, FL, with 10 years of industry experience. Blake 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, and 1 more. Their firm serves 12 clients with $3.3M 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 | 2.00% |
| $250K - $500K | 1.70% |
| $500K - $1.0M | 1.60% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.20% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
601 21st St., Suite 300, Vero Beach, FL, 32960
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
Blake is the President of OneSource Financial Management Group, Inc., where he sells insurance and annuities, and provides debt elimination and budget counseling, dedicating about 60 hours per month. He also spends minimal time on an unaffiliated business, Money Mastery, offering a debt reduction/elimination financial system to clients.
Employment History
Current Registrations
Onesource Wealth Advisors
Previous Registrations
Lifepro Asset Management
Virtue Capital Management, LLC
Horter Investment Management, LLC
State Registrations2 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.