Kathleen Campbell
Kathleen Campbell is a registered investment advisor at Campbell Financial Partners, LLC, based in Fort Myers, FL, with 19 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Federal Employees, Financial Planning & Coaching, High Net Worth, and 4 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
Contact
Kathleen Campbell
Location
17595 S. Tamiami Trail, Suite 220, Fort Myers, FL, 33908
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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
State Registrations1 state
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