Matthew Campbell
Matthew Campbell is a CFP, ChFC-designated registered investment advisor at Rea Wealth Management, based in Millersburg, OH, with 26 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 938 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable and can be structured as fixed or blended schedules. Additional program fees apply for PPS Select and PPS Direct programs.
Fee Estimator
Location
212 North Washington Street, Millersburg, OH, 44654
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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
Matthew works as an Investment Adviser Representative, dedicating about half of his time to financial planning and asset management services. He also sells fixed insurance and co-owns real estate and accounting businesses, but these activities require minimal time.
Employment History
Current Registrations
Rea Wealth Management
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations17 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.