Campbell Asset Management provides customized investment portfolios based on individual client needs, including risk tolerance, taxes, and income requirements. Campbell Asset offers comprehensive financial planning, covering personal finances, taxes, investments, insurance, retirement, and estate planning. Investment advice is provided on a fee-only basis, and accounts are managed on a discretionary or non-discretionary basis.
Assets Under Management$150M
Clients171
Advisors3
Avg. per Client$850K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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