Christopher Campbell
Christopher Campbell is a registered investment advisor at Cjc Wealth Management, based in Olney, MD, with 3 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Federal Employees, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 72 clients with $92M 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 $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Olney, MD
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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
Christopher recommends life insurance and annuities when appropriate, receiving commissions from the carrier. He is also the Founder and CEO of CJ Campbell and Associates, an insurance company, and spends nearly full-time hours on these other business activities. Christopher is also the Solicitor for Arthur Stein Financial, but no longer refers new clients and spends minimal time on this activity.
Employment History
Current Registrations
Cjc Wealth Management
State Registrations9 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.