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Colin Kampfe

8 Years of Experience
Austin, TX

Colin Kampfe is a registered investment advisor at Brown Advisory, based in Austin, TX, with 8 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 4,415 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
4,415 clients
Average Client Portfolio
$28.2M average
Assets Under Management
$124.3B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.50%
$25.0M - $100.0M0.35%
$100M+0.30%

Fees are negotiable. For portfolios under $5 million where the minimum is waived, rates are 1.25% on the first $3 million and 1.00% on the next $2 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

500 West 2nd Street, Suite #1850, Austin, TX, 78701

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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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Employment History
Current Registrations
Brown Advisory
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Dimensional Fund Advisors LP
February 2017 - July 2018 · 1 yr 5 mos
Dfa Securities LLCBroker
November 2016 - July 2018 · 1 yr 8 mos
State Registrations1 state
TX
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.
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