Campbell Financial Partners offers financial planning and investment management services. As a fee-only firm, Campbell Financial Partners is paid directly by clients and does not receive commissions. Campbell Financial Partners helps clients with cash flow, retirement savings, taxation issues, and general estate planning, but does not offer tax or legal advice outside the scope of financial planning.
Assets Under Management$200M
Clients132
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Established Client relationships may exist where the fees are higher or lower than the fee schedules described above. At times, Campbell Financial Partners may use a flat fee for investment management, which may be more or less than the minimum annual fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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