James Campbell
James Campbell is a registered investment advisor at Fortress Financial Solutions, LLC, based in Tucson, AZ, with 5 years of industry experience. James 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 7 more. Their firm serves 279 clients with $140M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fees are negotiable. Billed in advance on a monthly or quarterly basis.
Fee Estimator
Location
Tucson, AZ
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
James owns Federal Employee Benefits Advisors (FEBA), LLC, through which he offers life insurance and fixed annuity products, dedicating about half his time. He also works as a helicopter pilot and a real estate agent, spending a few hours per week on each activity.
Employment History
Current Registrations
Fortress Financial Solutions, LLC
Previous Registrations
Fortress Financial Solutions, LLC
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
More Advisors
- Marie Gooch, CFPFortress Financial Solutions, LLC
- Christy Knotz, CFPFortress Financial Solutions, LLC
- Bruce Ward, CFPMeridian Wealth Management, LLC
- Kim Ohler, CFPRaymond James & Associates, INC.
- Anthony Warren, CFPWells Fargo Advisors
- James Miller, ChFCState Farm Investment Management CORP.