Curtis Campbell
Curtis Campbell is a registered investment advisor at Arkadios Wealth Advisors, based in Reno, NV, with 28 years of industry experience. Curtis 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 12,091 clients with $3.9B 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+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
500 Damonte Ranch Parkway, Suite 852, Reno, NV, 89521
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2015Other Business ActivitiesSells Insurance
Curtis conducts insurance business selling fixed and variable annuities, life, and long-term care insurance, dedicating a few hours per week. He also works as an associate of Resource Investment Architects, Inc., rendering investment advice for a fee, which takes about a quarter of his time. Additionally, Curtis conducts heritage consulting through several LLCs, spending a few hours per week.
Employment History
Current Registrations
Arkadios Wealth Advisors
Previous Registrations
Private Wealth Group, LLC
Resource Investment Architects, INC.
Investment Architects, INC.Broker
Waddell & Reed, INC.Broker
State Registrations3 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.