A.G. Campbell Advisory provides investment management services, both with and without discretion, to individuals and institutions. Investment management includes creating an asset allocation strategy and selecting investments based on your goals, risk tolerance, and financial needs. A.G. Campbell also offers financial planning services, which can be comprehensive or limited, and is included for investment management clients. They also provide access to third-party investment managers.
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.