Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Caldwell's advisory fee is negotiable, but will not exceed 1.5%. The annual portfolio management fee is billed and payable quarterly in advance. The fee for CS Value strategy varies based on asset class: 0.5% for fixed income and limited partnerships, 1% for ETFs and closed-end funds, and 1.5% for individually researched equities. The fee for CS Strategic Diversified ranges from 0.15% to 1.5% annually. Existing client accounts may have a different fee schedule. There is no hard minimum to opening an account.
Areas of Practice
Advisor Information
Office location
Sweet, ID
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Susan is a managing partner of a family partnership that owns and rents ranch property, requiring a few hours per week. She is also the Vice President of Letha Irrigation and Water Company, dedicating minimal time to this role.