AC
CFP
AC
CFP
Andrew Campbell
14 Years of Experience
Indianapolis, IN
2 DisclosuresBroker
Andrew Campbell is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Indianapolis, IN, with 14 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
8332 Woodfield Crossing Blvd, Indianapolis, IN, 46240-2482
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020Denied
Customer Dispute
August 2018Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
January 2021 - Present · 5 yrs 4 mos
Charles Schwab & CO., INC.Broker
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Schwab Private Client Investment Advisory, INC.
January 2017 - January 2021 · 4 yrs
Charles Schwab & CO., INC.
November 2014 - January 2017 · 2 yrs 2 mos
PNC Investments
August 2013 - October 2014 · 1 yr 2 mos
PNC InvestmentsBroker
August 2013 - October 2014 · 1 yr 2 mos
Strategic Advisers, INC.
March 2012 - August 2013 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
November 2011 - August 2013 · 1 yr 9 mos
State Registrations27 states
ALCACOCTDCFLGAILINKYMDMIMNMONCNJNYOHPASCTNTXUTVAVTWAWI
AdvisorBrokerBoth
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.