Campbell Advisory Services, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Campbell Advisory Services provides investment advice and financial services. They focus on helping clients build and preserve wealth through asset management and financial planning. Campbell Advisory works with individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, and small businesses. They do not have a minimum account opening balance.

Assets Under Management$9.5M
Clients1
Advisors1
Avg. per Client$9.5M
Avg. per Advisor$9.5M

Fee Structure

Minimum Investment:None

Campbell Advisory charges a percentage of the amount you invest. The exact percentage may be negotiable. Fees are charged quarterly, in advance, based on the ending balance of the previous quarter.

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Location

1 Advisors at this firm