Graham Campbell is a PFS-designated registered investment advisor at Tabula Rasa Advisors, LLC, based in Birmingham, AL, with 1 years of industry experience. Graham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 34 clients with $24M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fee schedule includes fees payable to both Tabula Rasa Advisors and Focus Partners Advisor Solutions. Fees are negotiable and may be waived in certain circumstances.
Fee Estimator
Location
110 Office Park Drive, Suite # 100, Birmingham, AL, 35223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Graham is a director at Pearce, Bevill, Leesburg, Moore, PC, a CPA firm, since 2008. This activity is not investment-related and takes nearly full-time.
Employment History
Current Registrations
Tabula Rasa Advisors, LLC
State Registrations1 state
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