Terence Burns is a CFA-designated registered investment advisor at Campion Asset Management, LLC, based in Fairfax, VA, with 21 years of industry experience. Terence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 111 clients with $230M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable depending on the size and nature of the relationship, specialized services, or for family members of employees.
Fee Estimator
Location
11325 Random Hills Road, Suite 360, A176, Fairfax, VA, 22030
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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 →Employment History
Current Registrations
Campion Asset Management, LLC
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.
Exams
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