Thomas Campbell is a registered investment advisor at &partners, based in Clemson, SC, with 3 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
208 Frontage Rd., Suite 4, Clemson, SC, 29631
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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 →Other Business ActivitiesSells Insurance
Thomas is an insurance agent since 2022, assisting clients with fixed insurance needs, dedicating about a quarter of his time. He also works as a contractor for 25 Giving, referring nonprofits to help develop charitable plans for donors, spending minimal time on this activity.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
49 Financial
Oakwood Capital Securities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
State Registrations33 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.