Campbell Newman Asset Management provides investment management services to institutional clients and high net worth individuals. CN manages client accounts based on their individual needs and objectives, offering equity investment strategies like Large Cap Dividend Growth, Small Cap Growth, and Large Cap Growth. CN also provides investment management services through wrap fee programs and Model Platform Accounts. CN does not have final trading authority on portfolios traded by third parties in Model Platform Account arrangements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fees are negotiable based on certain factors including type of client, assets under management and special service requests. Large Cap Dividend Growth and Large Cap Growth strategies begin at 0.85%. Small Cap Growth strategy begins at 0.95%.