Caldwell Advisors, LLC
Assets Under Management
$339.1M
Number of Clients
491
Number of Advisors
5
Average Client AUM
$691K
AUM per Advisor
$67.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Caldwell Advisors, LLC, founded in 2007, offers continuous advice and administrative services to individuals, institutions, corporations, pension and profit-sharing plans, and trusts. They provide both discretionary and non-discretionary advisory services, managing assets including fixed income, equities, mutual funds, options, and annuities. The firm operates under a fiduciary standard, prioritizing client interests and striving to understand their financial situations to help them pursue long-term goals.
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
Location
5210 Maryland Way, Ste 202, Brentwood, TN, 37027