Jacquelyn Campbell
Jacquelyn Campbell is a CFP, PFS-designated registered investment advisor at Campbell & Company Wealth Management, LLC, based in Brooksville, FL, with 11 years of industry experience. Jacquelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1 clients with $10 in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Maximum annual fee is 1.65%, which includes 0.35% paid to a sub-adviser. Fees are negotiable and billed monthly in arrears based on average daily balance.
Fee Estimator
Location
15320 Cortez Blvd, Brooksville, FL, 34613
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacquelyn is the president of Campbell & Company CPAs, PA, a CPA & consulting firm, dedicating full-time hours to it. She is also president of Campbell & Co Insurance Advisors, spending minimal time on insurance sales, and involved in several other businesses including commercial rental properties and estate planning.
Employment History
Current Registrations
Campbell & Company Wealth Management, LLC
Impact Partnership Wealth, LLC
Previous Registrations
Jenkins Wealth
Retirement Wealth Advisors, INC.
Triumph Wealth Advisors, INC.
State Registrations2 states
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
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