Peter Campbell is a CFP-designated registered investment advisor at Bull Oak Capital, LLC, based in Rancho Santa Fe, CA, with 8 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 125 clients with $260M 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 | 0.00% |
| $1M+ | 0.35% |
Portfolio management fees are billed monthly in arrears as a blended fee. Bull Oak Capital reserves the right to reduce, increase, or waive account minimums and fees for employee accounts.
Fee Estimator
Contact
Peter Campbell
Location
16236 San Dieguito Rd., Ste 4-21, Rancho Santa Fe, CA, 92067-5752
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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 →Employment History
Current Registrations
Bull Oak Capital, LLC
Previous Registrations
Wealth Analytics Partners, LLC
Cambridge Investment Research 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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