Campion Asset Management offers investment management services on a discretionary and non-discretionary basis. They develop an investment policy statement for each client to guide investment actions. Campion analyzes the economy to identify short and long-term trends. They construct diversified portfolios using active management and exchange-traded funds. Client portfolios are monitored and rebalanced regularly. Campion also provides investment consulting services on asset allocation, portfolio diversification, and retirement cash flow projections.
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% |
Investment management fees are negotiable depending on the size and nature of the investment management relationship. Fees may be negotiated for clients where specialized investment services are needed or for family members of employees of the Advisor.