Keith Campbell is a registered investment advisor at Smart Portfolios, LLC, based in Lake Forest Park, WA, with 11 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 161 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 | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.90% |
| $6.0M - $7.0M | 0.80% |
| $7.0M - $8.0M | 0.70% |
| $8M+ | 0.70% |
Fees are negotiable for accounts over $8 million.
Fee Estimator
Location
17849 Ballinger Way Ne, Lake Forest Park, WA, 98155
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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
Smart Portfolios, LLC
State Registrations1 state
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