Campbell Deegan provides financial planning and investment management services to individuals, corporations, business entities, pension and profit sharing plans, trusts, and estates. Financial planning includes business, investment, education, insurance, retirement, and tax planning. Investment portfolios are managed on a discretionary or non-discretionary basis, primarily using mutual funds and ETFs.
Assets Under Management$650M
Clients741
Advisors4
Avg. per Client$880K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The management fee ranges up to 2.00% depending upon the size and composition of a client’s portfolio and the type of services rendered. Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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