Campbell Financial Advisory, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Campbell Financial Advisory provides investment management and financial planning services to individuals, families, and retirement plans. For investment management, Campbell Financial Advisory offers both discretionary and non-discretionary services, tailoring portfolios to each client's goals, time horizon, and risk tolerance. The firm also utilizes third-party money managers and model marketplaces when appropriate. In addition to portfolio management, Campbell Financial Advisory offers financial planning covering cash flow, insurance, investments, education funding, and retirement income planning. The firm also provides retirement plan consulting services for qualified and non-qualified plans such as 401(k) and pension plans. Campbell Financial Advisory operates as a registered investment advisor based in Benton, Arkansas, and is led by its sole owner and principal, David Aaron Campbell.

Assets Under Management$6.3M
Clients31
Advisors1
Avg. per Client$200K
Avg. per Advisor$6.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1M+0.60%

Fees are negotiable. For accounts serviced by Shareholders Service Group, annual fees are no more than 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Campbell Financial Advisory, LLC - Fees, AUM & Advisors | TrueAdvisor