Campbell Wealth Partners (CWP) provides ongoing portfolio management based on individual client goals and risk tolerance. CWP also offers financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. CWP may limit its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds and private placements.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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