Campbell Capital Management manages investments for individuals, businesses, trusts, and pension plans. They determine an investment strategy for clients and allocate assets to various classes like U.S. stocks, international stocks, mutual funds, bonds, and cash. The firm holds investments for the long term and does not do frequent trading. Fees are negotiable.
Assets Under Management$250M
Clients263
Advisors1
Avg. per Client$940K
Avg. per Advisor$250M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and depend on the complexity of the client's account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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