Advisor at Campion Asset Management, LLC
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Firm
Campion Asset Management, LLC
Location
Fairfax, VA 22030
Credentials
CFA®
Industry experience
20 years
Terence Burns is a CFA charterholder with 20 years of industry experience. He has been with Campion Asset Management, LLC since 2005. Campion Asset Management provides discretionary and non-discretionary portfolio management and investment consulting primarily for high-net-worth individuals and tax-exempt organizations. The firm employs a strategic asset-allocation framework supported by macroeconomic analysis and combines active management with passive ETFs, managing over $200 million with a low-turnover fixed income approach.
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
Texas · Virginia
Campion Asset Management, LLC
2005 - Present (21 years)
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