Colton Campbell is a CFP-designated registered investment advisor at Beam Wealth Advisors, INC., based in St. Louis Park, MN, with 4 years of industry experience. Colton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,151 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BEAM Wealth Advisors manages investments for an annual fee based on the amount invested. The fees generally range from less than 1% to no more than 3% annually. There is a $50 annual Minimum Platform Service Fee for accounts billed and reported through the Orion platform. This fee may be waived if the aggregate fee for the client family household meets the minimum.
Location
600 S Highway 169, Suite 1000, St. Louis Park, MN, 55426-0134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Beam Wealth Advisors, INC.
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLCBroker
State Registrations2 states
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