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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 18 clients with $11M 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% |
Fees are negotiable. Family household account values may be combined to reach lower fee tiers.
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
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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