Advisor at Index Portfolio Tools Advisors
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Firm
Index Portfolio Tools Advisors
Location
Easton, MD
Credentials
CFP®, Series 66
Industry experience
22 years
Thomas Campi is a CFP® and Series 66-registered advisor with 22 years of experience. He is the sole advisor at Index Portfolio Tools Advisors, an independent firm he has led since 2011. In addition to his financial advisory work, Thomas is a board-certified psychiatrist practicing adult and child psychiatry, and he is involved in mental health media and intellectual property ventures related to wellness. Index Portfolio Tools Advisors provides fee-based investment management and asset allocation advice to individuals, trusts, estates, small businesses, and retirement plans. The firm manages approximately $20 million in client assets, utilizing market index data and academic research to guide portfolio construction with stocks, mutual funds, ETFs, and municipal securities.
Fixed fees may be negotiated especially for retirement plan advisory services.
$0 - $50,000: Fee greater than 1.0% (to meet $500 minimum annual fee) $50,000+: 1.0% annually
Account minimum: $50,000 Minimum fee: $500 minimum annual fee Fee-only: Investment management fees billed quarterly in advance based on asset value; $500 minimum annual fee applies.
Easton, MD
Maryland
Index Portfolio Tools Advisors
2011 - Present (15 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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