Campbell Wealth Management, Inc.

Campbell Wealth Management, Inc. is an investment advisor firm based in Alexandria, Virginia, established in February 2010. The firm specializes in helping clients achieve their retirement goals through personalized financial planning services. They offer full financial plans covering various areas such as personal planning, cash flow management, estate planning, tax planning, and investment analysis. The firm provides asset management services on a discretionary basis, monitoring client accounts to ensure they meet asset allocation requirements. Clients have the option to place restrictions on investments or receive recommendations from third-party managers. For new clients, Campbell Wealth Management fees are transparent, with an Advice Fee ranging from 0.10%-0.90% and an Investment Strategy Fee between 0.30% and 0.50%. Legacy clients may be charged an annual percentage fee of 0.50%. The firm may also charge additional fees for third-party manager programs. Campbell Wealth Management does not maintain custody of client assets, recommending Schwab as a qualified custodian. The firm's investment strategies include long-term purchases, short-term purchases, and trading, utilizing fundamental and technical analysis methods. Clients are encouraged to review their accounts regularly, with financial planning accounts terminating upon plan completion. The firm does not vote proxies on behalf of clients and does not require prepayment exceeding $1,200. Campbell Wealth Management is committed to acting in the best interests of clients, providing transparent and ethical services to help clients achieve their financial goals.