Kaylin Campbell
Kaylin Campbell is a registered investment advisor at Exos Wealth Strategies, LLC, based in Houston, TX, with 6 years of industry experience. Kaylin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 62 clients with $30M 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 | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.35% |
| $5M+ | 0.35% |
Schedule reflects bundled investment management and financial planning. Standalone investment management rates start at 0.90%. Fees are negotiable for amounts over $5 million.
Fee Estimator
Location
13231 Champions Forest Dr., Suite 300, Houston, TX, 77069
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Kaylin owns and operates M&A Risk Management, LLC, an insurance agency, since 2022. She dedicates full-time hours to this business, with 90% of the time spent during securities trading hours.
Employment History
Current Registrations
Exos Wealth Strategies, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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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