Pricing

OUR FEES

Paying for financial advice shouldn’t be a burden on your budget. At Campos Financial, we’re helping to reshape the industry by creating flexible pricing schedules, including a monthly payment option. Our goal is to make personal financial advice accessible to everyone by minimizing the impact of fees.

Schedule a FREE 30-minute consultation to learn more!

FINANCIAL PLANNING SERVICES

The financial planning fee is a one-time fee. It can be paid either in full or in monthly increments on a pre-scheduled payment plan.

Modular Plan : $200 — $800
Comprehensive Plan : $800 – $2,000

A financial plan can discuss just one topic, which is a modular plan, or it can include multiple financial topics, which is a comprehensive plan. Each client situation is different and some topics require more research than others. The price of the plan will depend on the amount of time to gather, analyze and research all the relevant information and alternatives available. For clients who would like to break up the full payment, a monthly payment option is available. *

*Monthly payments may be as low as $100 per month until the full payment has been made. However, the timeframe of the monthly payment schedule cannot exceed more than twelve months. Depending on the total invoice amount, the twelve month timeframe may result in a monthly payment higher than $100.

INVESTMENT ADVISORY SERVICES

The investment advisory fee is an on-going annual fee. It is charged as a percentage, based on the amount of assets being managed. These accounts remain in your name but you grant Campos Financial limited trading authority according to the agreed upon investment allocation.

Assets Under Management	Annual Fee
$0 - $249,999	0.95%
$250,000 - $999,999	0.80%
$1,000,000 and above	0.70%

Campos Financial’s Investment Advisory Service is a discretionary investment management service that will give you peace of mind. Our automated systems make the process of opening your new accounts and transferring your assets quick and secure. We take the time to explain the different parts of the market so you’ll feel comfortable with the investments we choose. You’ll understand what to expect from your diversified portfolio, under both good and bad market conditions. We want you to feel confident that your portfolio will help you meet your short and long-term goals.

Campos Financial LLC (“Campos Financial”) is a registered investment advisor offering advisory services in the State(s) of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Campos Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Campos Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.