Campion Asset Management manages investment portfolios and provides tailored investment advisory services for individuals, trusts, and tax-exempt organizations. Founded in 2005 and based in Fairfax, Virginia, Campion Asset Management builds diversified portfolios using a mix of active management, exchange-traded funds, individual stocks, and bonds. The investment process begins by establishing an Investment Policy Statement that outlines your financial goals, risk tolerance, and time horizon. Portfolios are continuously monitored, and detailed reviews occur at least quarterly to ensure proper asset allocation and rebalancing. Campion Asset Management operates independently with no parent company or financial product sales commissions, acting legally in your best interest at all times. In addition to investment management, the firm offers investment consulting on an hourly basis to evaluate existing portfolios, strategies, or other managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable depending on the size and nature of the relationship, specialized services, or for family members of employees.