Campbell & Company Wealth Management provides customized investment management and comprehensive financial planning for individuals and high-net-worth clients. The firm helps clients build tailored investment portfolios using passive strategies and index funds, partnering with an outside firm to manage trades. Alongside portfolio oversight, Campbell & Company offers broad financial planning covering retirement projections, business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance reviews, risk management, and tax planning strategies. The team holds credentials including Certified Financial Planner professionals, Certified Public Accountants, and Enrolled Agents.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Maximum annual fee is 1.65%, which includes 0.35% paid to a sub-adviser. Fees are negotiable and billed monthly in arrears based on average daily balance.