MC
MC

Manuel Campins

16 Years of Experience
Zeeland, MI
Sells Insurance

Manuel Campins is a registered investment advisor at Hbw Advisory Services LLC, based in Zeeland, MI, with 16 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 13,864 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
13,864 clients
Average Client Portfolio
$126K average
Assets Under Management
$1.7B

Fee Structure

HBW Advisory Services charges an annual fee based on a percentage of the assets they manage for you, but the brochure does not specify the exact percentage. The fee is determined by factors like the amount you invest, the complexity of your investments, and your financial goals. The fee is typically paid quarterly. HBW also has an online portfolio management platform with fees up to 1.50% annually.

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Location

201 W Washington Ave, Ste 202, Zeeland, MI, 49464

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Manuel sells fixed insurance products, including life, health, disability, annuities, and long-term care, with various companies. He is also a financial planner with Ideal Life Financial, dedicating about a quarter of his time, and owns Ideal Life Financial LLC for expense management and tax preparation services.

Employment History
Current Registrations
Hbw Advisory Services LLC
October 2010 - Present · 15 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
June 2017 - October 2024 · 7 yrs 4 mos
Hbw Securities LLCBroker
November 2013 - July 2017 · 3 yrs 8 mos
Hbw Securities LLCBroker
April 2009 - December 2011 · 2 yrs 8 mos
State Registrations2 states
MITX
Advisor

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
No exam information available for this advisor.
Manuel Campins - Financial Advisor | TrueAdvisor