CC
CFP · ChFC
CC
CFP · ChFC
Coleman Campbell is a CFP, ChFC-designated registered investment advisor at Advocates Wealth Planning, based in Houston, TX, with 29 years of industry experience. Coleman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 175 clients with $370M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
175 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$374.5M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees over $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
920 Memorial City Way, Suite 250, Houston, TX, 77024
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2008Denied
Employment History
Current Registrations
Advocates Wealth Planning
May 2012 - Present · 13 yrs 11 mos
Previous Registrations
Metlife Securities INC.
November 1996 - May 2012 · 15 yrs 6 mos
State Registrations1 state
TX
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.