Alexander Campbell is a registered investment advisor at A.G. Campbell Advisory, LLC, based in Baltimore, MD, with 1 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 67 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G. Campbell Advisory charges a fee based on a percentage of the assets they manage. The exact fee is negotiated with each client, but generally falls between 0.75% and 1.50% per year, charged quarterly in advance. You may also incur other fees related to investments, such as brokerage commissions or fund expenses.
Location
190 W. Ostend Street, Suite 200, Baltimore, MD, 21230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
A.G. Campbell Advisory, LLC
State Registrations1 state
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