Campbell Financial Partners is a fee-only registered investment advisor founded in 2006, located in Fort Myers, Florida. The firm provides personalized investment management and financial planning services for individuals, trusts, and small business entities. Campbell Financial Partners constructs globally diversified portfolios primarily using low-cost mutual funds and exchange-traded funds, with a focus on broad market exposure and a disciplined, long-term approach. The firm avoids stock-picking, market timing, and commissioned products such as insurance or annuities. In addition to managing portfolios, Campbell Financial Partners assists clients with retirement planning, tax strategies, estate planning considerations, and cash flow management.
Fee Structure
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% |
Fees are negotiable. New clients are subject to a minimum annual fee of $10,000. Financial planning is generally included in the investment management fee.
