Thomas Campi
Thomas Campi is a CFP-designated registered investment advisor at Index Portfolio Tools Advisors, based in Easton, MD, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12 clients with $8.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Similar advisory services are generally available for lower fees from other sources. Fees are negotiable. Current client engagements may have higher or lower fees than the abovementioned fee schedule.
Fee Estimator
Location
Easton, MD
Get directionsHistory
Regulatory History (1)
Regulatory
June 2022Other Business Activities
Thomas is a board-certified psychiatrist who practices psychiatry full-time and also dedicates a significant amount of time to outpatient practices. He also dedicates a few hours per week to a mental health and wellness media brand and owns an intellectual property company related to it.
Employment History
Current Registrations
Index Portfolio Tools Advisors
Previous Registrations
Leigh Baldwin & CO., LLCBroker
Northeast Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.