John Campbell is a CFP-designated registered investment advisor at Namesake Group, based in Rochester, MI, with 5 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 16 clients with $7.2M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
Rochester, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the President of Oak Street Design LLC, a residential design firm, where his wife is the 100% owner. He spends between about a quarter and half of his time on bookkeeping, client management, and business development, including time during securities trading hours.
Employment History
Current Registrations
Namesake Group
Previous Registrations
Diversified Portfolios, INC.
Plante Moran Financial Advisors
State Registrations1 state
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