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Andrew Blain

8 Years of Experience
Richmond, VA
1 Disclosure

Andrew Blain is a registered investment advisor at Campbell Deegan Financial, based in Richmond, VA, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 741 clients with $650M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
741 clients
Average Client Portfolio
$882K average
Assets Under Management
$653.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The management fee ranges up to 2.00% depending upon the size and composition of a client’s portfolio and the type of services rendered. Fee may be negotiable.

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

8730 Stony Point Pkwy, Suite 100, Richmond, VA, 23235

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History

Regulatory History (1)
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Criminal
January 2010
Final Disposition
Employment History
Current Registrations
Campbell Deegan Financial
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2017 - July 2021 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2017 - July 2021 · 3 yrs 9 mos
State Registrations1 state
VA
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.
Andrew Blain - Financial Advisor | TrueAdvisor