Advisor at Campion Asset Management, LLC
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Firm
Campion Asset Management, LLC
Location
Fairfax, VA 22030
Credentials
CFA®, Series 65
Industry experience
6 years
Michael Burns is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Campion Asset Management, LLC since 2016 in various capacities and also worked briefly at ICMA RC in 2018. Burns studied at Virginia Polytechnic Institute & State University from 2015 to 2019. Campion Asset Management provides discretionary and non-discretionary portfolio management and investment consulting to individuals, including many high-net-worth clients, as well as tax-exempt organizations. The firm manages approximately $204 million using a strategic asset-allocation approach supported by macroeconomic analysis, combining active management and passive ETFs with a focus on low-turnover fixed income portfolios.
Based on Campion Asset Management, LLC
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.85% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.40% annually
$500/hour for investment consulting services
Account minimum: $1,000,000 Fee-only: $500 per hour for investment consulting services
11325 Random Hills Road, Suite 360, A176
Fairfax, VA 22030
Virginia
Campion Asset Management, LLC
2019 - Present (7 years)
Icma Rc
2018 - 2018 (1 year)
Campion Asset Management, LLC
2017 - 2017 (1 year)
Campion Asset Management, LLC
2016 - 2016 (1 year)
Virginia Polytechnic Institute & State University
2015 - 2019 (4 years)
Full TIme Student
2009 - 2016 (7 years)
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