Campos Financial offers financial planning covering debt management, college planning, retirement, insurance, tax, and estate planning. Investment advisory services involve managing client assets on a discretionary basis for a fee. The firm primarily uses exchange-traded funds (ETFs) but may recommend outside advisors for individual securities. Campos Financial monitors accounts, rebalances as needed, and offers periodic reviews.
Assets Under Management$3.5M
Clients42
Advisors1
Avg. per Client$84K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.70% |
If individual securities are needed, Campos Financial will recommend an outside advisor, whose fees are in addition to Campos Financial's fee, but the total will not exceed 3%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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