Lonnie Campbell is a registered investment advisor at Global Wealth Strategies and Associates, LLC, based in Moab, UT. Lonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 925 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Specific fees are set in your agreement and may vary based on account size and portfolio complexity. A $1,500 annual minimum fee applies.
Fee Estimator
Location
Moab, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Global Wealth Strategies and Associates, 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.