Elizabeth Brennen is a CFP-designated registered investment advisor at A.G. Campbell Advisory, LLC, based in Baltimore, MD, with 33 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 67 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G. Campbell Advisory charges a fee based on a percentage of the assets they manage. The exact fee is negotiated with each client, but generally falls between 0.75% and 1.50% per year, charged quarterly in advance. You may also incur other fees related to investments, such as brokerage commissions or fund expenses.
Location
190 W. Ostend Street, Suite 200, Baltimore, MD, 21230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Elizabeth is the Treasurer and Investment Committee member at St. Thomas' Church since 2016, dedicating minimal time. She also serves as Board of Trustee, Vice Chair, Finance Committee, and Member of Investment Committee at Hood College since 2017, spending minimal time.
Employment History
Current Registrations
A.G. Campbell Advisory, LLC
Previous Registrations
Harbor Investment Advisory, LLCBroker
Harbor Investment Advisory, LLC
Deutsche Bank Securities INC.Broker
Deutsche Bank Securities INC.
Db Alex. Brown LLCBroker
Alex. Brown & Sons IncorporatedBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.