Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.75% |
| $1.0M - $5.0M | 2.00% |
| $5M+ | 1.25% |
Fees may be negotiable under certain circumstances, but will never exceed 2.75%.
Fee Estimator
You'll pay an annual fee based on the amount of assets Caldwell Advisors manages for you. The fee is up to 2.75% on the first $1,000,000, up to 2.00% on the next $4,000,000 (between $1,000,001 and $5,000,000), and up to 1.25% on amounts over $5,000,001. Fees may be negotiable under certain circumstances, but will never exceed 2.75%.
Areas of Practice
Advisor Information
Office location
1810 Ward Drive, Suite 102, Murfreeesboro, TN, 37129
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 ActivitiesSells Insurance
Beverly sells life, health, disability, and long-term care insurance, dedicating about 10-20% of her time to this activity. She also co-owns rental real estate and is a registered investment advisor, spending nearly full-time providing financial planning and asset management.