Kevin Campbell is a CFP-designated registered investment advisor at Mcilrath & Eck, LLC, based in San Luis Obispo, CA, with 11 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 1,094 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Periscope Wealth Advisors' fees for investment management services range from 0.45% to 1.50% per year, based on the value of your portfolio. Fees are determined on a case-by-case basis, considering the amount of work involved or future assets to be managed.
Location
1250 Peach Street, Ste. C, San Luis Obispo, CA, 93401
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Regulatory History (1)
Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Kevin is affiliated with insurance companies to sell non-variable life, health, annuity, and disability income insurance products, potentially earning commissions. Kevin also owns an investment property, dedicating about half of his time to it, including time during securities trading hours.
Employment History
Current Registrations
Mcilrath & Eck, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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.