HC
HC

Harry Campbell

14 Years of Experience
Minnetonka, MN

Harry Campbell is a registered investment advisor at Layline Asset Management INC, based in Minnetonka, MN, with 14 years of industry experience. Harry 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 33 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
33 clients
Average Client Portfolio
$438K average
Assets Under Management
$14.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.00%
$100K - $500K0.85%
$500K - $1.0M0.70%
$1.0M - $1.8M0.55%
$1.8M+0.40%

Rates shown are for Tactical accounts. Strategic accounts charge an additional 0.40% across all tiers. Related accounts may be combined to lower fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Minnetonka, MN

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Harry is a Director and Vice President of the Minnetonka Yacht Club Foundation. He receives no compensation and dedicates minimal time to this role.

Employment History
Current Registrations
Layline Asset Management INC
August 2014 - Present · 12 yrs 2 mos
Previous Registrations
Dougherty & Company LLC
February 2012 - June 2014 · 2 yrs 4 mos
State Registrations1 state
MN
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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