Kevin Campbell is a registered investment advisor at Focus Point Capital LLC, based in Dacono, CO, with 23 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 52 clients with $73M 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 $10.0M | 0.60% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
Dacono, CO
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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 Activities
Kevin works as a Sales Representative and is registered with Focus Point Capital's RIA, selling wholesale separately managed accounts to advisors. This activity takes about 10-20% of Kevin's time.
Employment History
Current Registrations
Focus Point Capital LLC
Vision 4 Fund Distributors
Vision 4 Fund DistributorsBroker
Previous Registrations
Global Financial Private Capital, LLC
James Alpha Advisors, LLC
Fdx Capital LLCBroker
Catalyst Mutuals Fund Distributors LLCBroker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Faf Advisors, INC.
Quasar Distributors, LLCBroker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Jackson National Life Distributors LLCBroker
Intervest International, INC.
Curian Capital, LLC
Planco Financial Services, INC.Broker
State Registrations2 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.