Campbell Financial Advisory provides investment management services on both a discretionary and non-discretionary basis. The firm also offers financial planning and consulting services on a fixed-fee basis, covering areas like cash flow, insurance, investments, education funding, and retirement. Additionally, Campbell Financial Advisory provides limited scope advisory services to retirement plans.
Assets Under Management$6.3M
Clients31
Advisors1
Avg. per Client$200K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Annual fee may be negotiable. For accounts serviced by Share Holders Services Group annual fees are based on a percentage of no more than 1.5% of Assets Under Management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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