TC
TC

Thomas Campbell

15 Years of Experience
Grosse Pointe Farms, MI

Thomas Campbell is a registered investment advisor at Pointe Equity Partners LLC, based in Grosse Pointe Farms, MI, with 15 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 20 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$750K average
Assets Under Management
$15.0M

Fee Structure

The firm charges a percentage of your portfolio's value each year for investment management. The specific rate depends on the amount of assets managed. Contact the firm directly for details.

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Location

Grosse Pointe Farms, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Pointe Equity Partners LLC
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Pointe Equity Partners LLC
November 2010 - December 2021 · 11 yrs 1 mo
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.