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Harry Campbell III

Advisor at Layline Asset Management Inc

Updated today

Firm

Layline Asset Management Inc

Location

Minnetonka, MN

Credentials

Series 63, Series 65

Industry experience

13 years

About

Harry Campbell is a financial advisor at Layline Asset Management Inc in Minnetonka, MN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Layline Asset Management since 2014. Outside of his advisory work, Campbell serves as a director and vice president of the Minnetonka Yacht Club Foundation, a volunteer role with no compensation. Layline Asset Management is an independent, fee-based adviser serving individual investors, trusts, institutions, and other entities. The firm’s investment approach is model-driven and rule-based, using Relative Strength analysis combined with technical, InterMarket, and macro-economic factors to guide tactical portfolio management primarily through exchange-traded funds.

Client services

Based on Layline Asset Management Inc

Financial planning Portfolio management Newsletters or periodicals

Expertise

Based on Layline Asset Management Inc

Active portfolio management Income planning Retirement income strategy Cash flow / budgeting

Fee options

Percentage

$0 - $100,000: 1.00% (Tactical IM Account) $100,000 - $500,000: 0.85% (85 basis points) (Tactical IM Account) $500,000 - $1,000,000: 0.70% (70 basis points) (Tactical IM Account) $1,000,000 - $1,750,000: 0.55% (55 basis points) (Tactical IM Account) $1,750,000+: 0.40% (40 basis points) (Tactical IM Account) $0 - $100,000: 1.40% (Strategic IM Account) $100,000 - $500,000: 1.25% (Strategic IM Account) $500,000 - $1,000,000: 1.10% (Strategic IM Account) $1,000,000 - $1,750,000: 0.95% (95 basis points) (Strategic IM Account) $1,750,000+: 0.80% (80 basis points) (Strategic IM Account)

Other

Fee-only: Fee-based investment service based on percentage of assets under management; no commissions or performance fees.

Location

Minnetonka, MN

Most active in

Minnesota

Work history

Layline Asset Management Inc

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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