We charge between .8%-1.4% annually of the assets that we manage in-house. There may be additional fees and costs associated with the investments included in your portfolio. We do not charge for assets that are held elsewhere. Because we utilize low cost, indexed investments in our portfolios, our all-in fee is often lower than our competition. That fee includes a dedicated relationship manager that is a CERTIFIED FINANCIAL PLANNER™ practitioner. You also have access to our full team of 16. We don’t charge hourly because we want our clients to call us for any reason. If you’re thinking about buying a vacation home, financing a grandkids college education, how to minimize taxes, etc., or have any questions, we want to be your first call. Our financial planning and asset management are included in that fee. Campbell Wealth differentiates itself based on the clientele we serve and the fact that we do a written financial plan for every single client, every single year. The financial plan (Financial GPS) is the intersection of your cash flow, risk management, portfolio management, tax, retirement, and estate planning. As we work exclusively with clientele 55+ and their families, all of our planners are subject matter experts on retirement income planning, Medicare, Social Security, and estate planning.