Edward Campbell
Edward Campbell is a registered investment advisor at Private Client Services, LLC, based in Dublin, OH, with 30 years of industry experience. Edward 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 3,251 clients with $1.1B 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 | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
5650 Blazer Parkway, Dublin, OH, 43017
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2016Customer Dispute
May 1999Other Business ActivitiesSells Insurance
Edward operates under the DBA Global Financial Partners, LLC for his LPL business, dedicating nearly full-time hours to it. He is also an insurance agent with Global Financial Partners LLC, and an IAR with Brass Tax Wealth Management Inc., spending minimal time on the latter.
Employment History
Current Registrations
Private Client Services, LLCBroker
Summit Financial, LLC
Previous Registrations
Brass Tax Wealth Management
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Mutual Service Corporation
Mutual Service CorporationBroker
State Registrations9 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.