Kaylin Campbell is a registered investment advisor at Exos Wealth Strategies, LLC, based in Houston, TX, with 6 years of industry experience. Kaylin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 62 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exos Wealth Strategies charges an annual fee based on a percentage of the value of your investments.
For bundled investment advisory and financial planning services, the fees are:
- First $999,999: 1.00%
- Next $500,000: 0.80%
- Next $1,000,000: 0.50%
- Next $2,500,000: 0.35%
- Over $5,000,000: Negotiable
For standalone investment advisory services, the fees are:
- First $499,999: 0.90%
- Next $500,000: 0.75%
- Next $1,500,000: 0.60%
- Next $2,500,000: 0.50%
- Over $5,000,000: Negotiable
Fees may be negotiable and can vary based on factors such as the amount of assets, complexity, and anticipated services.
Location
13231 Champions Forest Dr., Suite 300, Houston, TX, 77069
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kaylin owns and operates M&A Risk Management, LLC, an insurance agency, since 2022. She dedicates full-time hours to this business, with 90% of the time spent during securities trading hours.
Employment History
Current Registrations
Exos Wealth Strategies, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities 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.