Joseph Campbell
Joseph Campbell is a registered investment advisor at State Farm Investment Management CORP., based in College Station, TX, with 12 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
2911 Texas Ave S, Suite 102, College Station, TX, 77845
Get directionsHistory
Regulatory History (1)
Criminal
June 2005Other Business ActivitiesSells Insurance
Joseph owns Joseph Campbell's Insurance Agency, an insurance agency affiliated with State Farm, dedicating about half of his time to servicing customers and supervising employees. He also owns investment or commercial property through North Sims Partners LP, spends minimal time on this, and is the treasurer for The Elizabeth House Maternity Home, spending a few hours per week.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations1 state
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.