Caleb Aldrich is a CFA-designated registered investment advisor at Hanover Strategic Management, LLC, based in Wellesley, MA, with 19 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $120M 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 | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable. Clients with assets below the minimum account size may pay a higher percentage rate on their annual fees.
Fee Estimator
Location
One Hollis Street, Suite 208, Wellesley, MA, 02482-4631
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hanover Strategic Management, LLC
State Registrations1 state
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