Firm Info
Firm Size
Services Offered
- Portfolio Management for Individuals & Small Businesses
Types of Clients
- Individuals (Not High Net Worth)
-
Individuals High Net Worth
*>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth
- Pension & Profit Sharing Plans
- Charitable Organizations
- Corporations or Other Businesses Not Listed Above
Available Fee Structures
- Percentage of Assets Under Management (AUM)
Campbell Capital Management Inc Overview
Campbell Capital Management Inc is a fee-only registered investment advisory firm based in Miami, FL. The firm has been providing investment advice since 1988, with a focus on portfolio management for both individuals and small businesses. As a fee-only firm, Campbell Capital Management Inc operates on a transparent fee structure, where clients pay only for advisory services rendered. This ensures that the interests of the firm are aligned with those of their clients, promoting trust and accountability. The firm's core offering is investment advice only, which means that their portfolio management services are customized to each client's unique needs. This is made possible by the firm's team of experienced professionals who work closely with clients to develop investment strategies that align with their long-term financial goals. In addition, Campbell Capital Management Inc offers regular investment performance reviews and updates to clients, ensuring that their portfolio remains aligned with their objectives even when market conditions change. Overall, Campbell Capital Management Inc is a reliable and trusted investment advisory firm that helps individuals and small businesses achieve their financial objectives. With a reputation for delivering personalized investment advice and operating on a fee-only basis, the firm is committed to maintaining long-term relationships with its clients based on trust and transparent communication.
, hourly fees, fixed fees, performance-based fees, wrap accounts, commissions, and others. CAMPBELL CAPITAL MANAGEMENT INC caters to a wide range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. The firm offers flexible fee structures for a variety of services provided, making it easier for clients to choose a package that fits their needs and goals. Available fee structures include a percentage of assets under management, hourly fees, fixed fees, performance-based fees, wrap accounts, commissions, and others. Clients can choose one or more fee structures, depending on the services they require. The firm's emphasis on transparent and reasonable fee structures ensures that clients receive top-notch investment management services without facing unnecessary costs or surprises.
Typical Clients, Fee Structures & Investment Minimum
Unfortunately, the Part 2 Brochure for Campbell Capital Management Inc does not mention any investment minimums for their accounts.
How This Office Can Help South Miami, FL Residents
Campbell Capital Management helps clients in South Miami, FL to meet their financial goals by providing personalized financial planning and investment management solutions. They offer a range of services that cater to the unique financial situations of their clients. For example, someone in South Miami, FL may struggle with debt or may be looking to retire in the near future. Campbell Capital Management can provide solutions for debt consolidation and management, retirement planning, tax planning, and investment management. With many South Miami residents facing financial pressures such as high cost of living, expensive healthcare, and increasing property taxes, Campbell Capital Management recognizes the importance of creating customized financial plans that meet the specific needs of their clients. They understand that every individual's situation is unique and requires a tailored solution. Their team of experienced financial professionals takes the time to understand their clients' financial goals and devise strategies that will help them to achieve those goals. Whether someone is struggling with debt, planning for retirement, or looking to grow their wealth, Campbell Capital Management has the expertise to help South Miami residents navigate the complex world of finance.
Services Offered by Campbell Capital Management Inc
Core Advisor Services
Financial Planning
Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.
Portfolio Management for Individuals & Small Businesses
Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.
Market Timing Services
Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.
Other Services
Selection of Other Advisors
The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.
Publication of Periodicals or Newsletters
The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.
Educational Seminars & Workshops
The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.
Fee Structures
Financial advisory fees usually are based on the services provided. Fee types charged by Campbell Capital Management Inc most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
Percentage of Assets Under Management (AUM)
This fee structure charges a percentage of the assets under management by the firm. Fee structures are often tiered based on the amount of assets managed, with higher AUM often charged a lower rate.
Between 0.50% and 2.00% of assets under management (annually), often lower for a robo advisor. Fees are typically charged quarterly by the firm and will show on your investment statement. View typical advisor costs here.
~96% of registered firms offer this fee structure.
If you have $1 million managed by a firm at a 1% management fee, you would be charged $10,000/year to manage your assets (or $2,500 per quarter). This would be automatically deducted from your investment portfolio.
Unavailable
Hourly
Similar to an attorney, a financial consultant might charge fees based on hourly rates. This fee structure can be advantageous when seeking specific or ad hoc advice.
Charges generally span from $150 to $400 per hour, depending on the extent of the services required.
~33% of registered firms offer this fee structure.
If you needed hourly consulting to sell a business or transfer your estate to your children but did not want your assets managed by a firm, you could consult a firm at an hourly rate to answer any questions you may have.
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Fixed fees are a one-time, lump-sum payment rendered for a specific service, such as creating a financial plan without ongoing management or implementation. This option is beneficial if you solely require guidance for a particular objective rather than a long-term consultancy or asset management.
Fixed fees for creating a financial plan often range from $1,000 to $3,000.
~49% of registered firms offer this fee structure.
If you did not want a firm to manage your assets but needed to create a retirement plan, life transition plan such as divorce or loss of a spouse, estate transition plan, business financial plan, or any other financial planning, you could consult with an RIA firm to help you with the creation of that plan.
Commissions
Occasionally, advisors are compensated through commissions by selling certain financial products, such as mutual funds or life insurance policies, or as a broker-dealer by facilitating the buying and selling of securities. Advisors who receive commissions may be incentivized to make specific suggestions to clients in order to secure a commission. Advisors who operate on a fee-only basis do not earn commissions, whereas fee-based advisors may do so.
Often 3% - 6% of the value of the security.
Only ~3% of registered firms say they offer this fee structure, but other advisors may receive “soft dollars”. Many mutual funds charge 12b-1 fees to cover the promoting and selling of the fund’s shares. While your advisor does not charge these fees, they may receive a kickback for recommending the investment.
An advisor selling their client on a life insurance policy and receiving a commission on the sale of that policy, or recommending a specific investment and receiving a kickback for that recommendation.
Performance-based Fees
Advisors typically obtain performance-based fees if a portfolio surpasses a predefined benchmark. This fee is determined through various methods, but is most commonly assessed as a percentage of investment gains. Performance-based fees may incentivize advisors to undertake riskier decisions in pursuit of generating higher returns.
“Two and Twenty” is common among hedge funds with a 2% management fee and a 20% incentive fee above the “hurdle rate,” or performance threshold the fund is compared against.
32% of registered firms offer this fee structure.
A hedge fund earns a 15% return with a 20% performance fee in above the performance of the S&P 500, which grew 7% that same year.
20% of fund growth in excess of S&P 500’s 7% growth for that year = 15% hedge fund growth - 7% S&P 500 growth = 8% difference x 20% = 2% performance fee (in addition to the management fee).
Other
Firms occasionally offer unconventional fee structures when charging clients. For more detailed information about a firm’s specific fee structures, please refer to their Form ADV and Part 2 Brochure.
Types of Clients
*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.
This Office Location
Other Office Locations
Firm Headquarters
This firm has no other locations.
State Registrations
Campbell Capital Management Inc is registered to service clients in the following states:
- California
- Colorado
- Florida
- New Hampshire
- Texas
Disciplinary History
Campbell Capital Management Inc does not have any disclosures. Please visit it's Form ADV for more details.