Campbell Wealth Management, Inc.
Alexandria, Virginia
4.2
8 Reviews
Campbell Wealth Management, Inc. is a reputable investment advisory firm based in Alexandria, VA. With a single office, the firm boasts a team of 33 dedicated professionals, 10 of whom specialize in providing top-notch investment advisory services. The company manages an average of $79,970,000 in assets under management per investment advisor, aligning closely with the industry standard. Campbell Wealth Management, Inc. offers a versatile compensation structure to cater to clients' unique needs. This includes options such as a percentage of assets under management, fixed fees, and hourly charges. The firm primarily handles assets...
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Assets Under Mgmt

$799.67M

Investment Professionals

10

Locations

0

% 401K & Individual

81%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Other: INFORMATIONAL/EDUCATIONAL/MOTIVATIONAL WORKSHOPS
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
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