James Moore is a CFP-designated registered investment advisor at Campbell Financial Partners, LLC, based in Bradenton, FL, with 14 years of industry experience. James 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 132 clients with $200M 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 | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Established Client relationships may exist where the fees are higher or lower than the fee schedules described above. At times, Campbell Financial Partners may use a flat fee for investment management, which may be more or less than the minimum annual fee. Fees are negotiable.
Fee Estimator
Location
Bradenton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Campbell Financial Partners, LLC
Previous Registrations
Private Capital Management, INC.
Private Capital Management, INC.
Emergent Investor Services, LLC
State Registrations1 state
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