Campbell Wealth Advisors offers general, comprehensive, and cross-border financial planning. For investment management, Campbell Wealth Advisors recommends third-party investment advisors or portfolio managers to clients. Campbell Wealth Advisors monitors these third-party advisors and acts as the client's primary financial advisor. The firm does not manage client assets directly.
Fee Structure
Campbell Wealth Advisors does not directly manage investments. Instead, they recommend third-party investment advisors or portfolio managers. Campbell Wealth Advisors charges a management fee ranging from 0.50% to 1.00% of the assets managed by the third party. This fee is negotiable and varies based on the size and number of accounts. This fee is collected by the third-party advisor or portfolio manager, in addition to their own fees.