Casey Calder is a ChFC-designated registered investment advisor at Calder Financial LLC, based in Downingtown, PA, with 38 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 103 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.55% |
| $2M+ | 0.40% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
Downingtown, PA
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Regulatory 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 →Employment History
Current Registrations
Calder Financial LLC
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
New England SecuritiesBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Ina Security CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.