How does the advisor help clients – Key Takeaways:
Campbell Advisory Services, LLC is a financial advisory firm that specializes in helping clients reach their financial goals through expert guidance and strategic planning. With a team of highly experienced financial advisors, the firm offers a range of financial services to cater to the unique needs of each individual or business client.
Their approach towards financial planning is structured, yet flexible, and is tailored to the specific financial circumstances of each client. Campbell Advisory Services, LLC understands the complexities of the financial industry and works closely with their clients to create customized financial plans that align with their short-term and long-term goals.
Facts and Insights
Founded in 2005, Campbell Advisory Services, LLC has been in the financial advisory business for over 15 years, providing expert advice and assistance to clients from various backgrounds. Through the years, the firm has established a reputation for delivering excellent financial planning and investment management services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 10 | 15 years |
Financial Services Offered
The expert financial advisors at Campbell Advisory Services, LLC offer a comprehensive range of financial services to help clients reach their financial goals. Some of these services include:
- Retirement planning and investment management
- Education planning
- Estate planning
- Tax planning
- Risk management
- Debt management and consolidation
Client Types
The experienced team at Campbell Advisory Services, LLC works with a diverse client base, including individuals, families, and businesses from various industries. They understand that each client has unique financial goals and needs, and they are dedicated to delivering personalized financial solutions to cater to these specific needs.
Fees & Compensation
Campbell Advisory Services, LLC follows a fee-based structure for their financial planning and investment management services. This means that their fees are based on a percentage of the assets they manage for the client. This aligns the firm’s interests with those of their clients, as their compensation is tied to the performance of the client’s investments.
The firm is committed to transparent communication about their fees and will always provide clients with a breakdown of the costs involved before any services are rendered. They strongly believe in building long-term relationships with their clients based on trust, and strive to provide excellent value for the fees charged.
Background
The founder of Campbell Advisory Services, LLC, John Campbell, has been in the financial services industry for over 25 years. He has extensive experience in financial planning, investment management, and risk management, and is a Certified Financial Planner (CFP)® professional. He leads a team of highly qualified and experienced financial advisors who are dedicated to providing exceptional financial planning services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Campbell Advisory Services, LLC is bound by the fiduciary duty to act in the best interests of their clients. They follow a strict code of ethics and adhere to all regulations set forth by the Securities and Exchange Commission (SEC). They are committed to full transparency and always disclose any potential conflicts of interest to their clients.
In addition, the firm is also required to disclose any disciplinary history and any legal or regulatory actions taken against them or their advisors. These disclosures can be found on the SEC’s Investment Adviser Public Disclosure website, as well as on the firm’s Form ADV, which is available upon request.