A.g. Campbell Advisory, LLC

A.G. Campbell Advisory, LLC is an investment advisor firm registered with the Securities and Exchange Commission, founded in 2012. The firm specializes in providing discretionary and non-discretionary investment management services to individuals and institutions on a fee-only basis. They offer financial planning services, including comprehensive analysis and investment strategy development. The firm also provides access to third-party money managers and family office services. Clients have the option to direct brokerage transactions to a designated firm. A.G. Campbell charges an annualized asset-based fee ranging from 0.75% to 1.50% for investment management services, with fees billed quarterly in advance. The firm does not charge performance-based fees or conduct side-by-side management. Clients can terminate the advisory agreement within five business days without penalty, and thereafter with a 30-day notice. A.G. Campbell does not have a minimum account size requirement. The firm does not have custody of client funds or securities, which are held by Charles Schwab. Clients receive account statements directly from the custodian. The firm has not been involved in any legal or disciplinary events in the past 10 years.