Index Portfolio Tools Advisors
Index Portfolio Tools Advisors (CRD# 159434) is a financial advisory firm headquartered in Saint Michaels, MD. They manage $10,400,000 in 48 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts48ACCOUNTS
Average Account Value$216,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Thomas Campi (CRD# 4272965) is an Investment Advisor Representative working at Index Portfolio Tools Advisors in Saint Michaels, MD and has over 16 years of experience in the finance industry. Thomas Campi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.