Jeffery Campbell is a registered investment advisor at Fryar Financial, based in Durham, NC, with 1 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 70 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.97% |
| $500K - $1.0M | 0.92% |
| $1.0M - $2.0M | 0.87% |
| $2M+ | 0.82% |
Fees are generally paid quarterly in advance based on the prior quarter-end value, not to exceed 1.5% for retail accounts and 0.7% of assets for Retirement Plan Sponsors unless the scope, complexity, amount of time, or expertise required warrant a higher fee.
Fee Estimator
Location
3511 Shannon Road, Third Floor, Durham, NC, 27707
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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 Activities
Jeffery is an independent contractor for a freelance marketing consulting business since 2021. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Fryar Financial
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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