Calvin Nettles
Calvin Nettles is a registered investment advisor at L&l Financial Services, LLP, based in Mobile, AL, with 21 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 28 clients with $9.5M 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
These fees are for the Advisor Services program with Savant Wealth Management. L&L Financial also charges 1.50% annually for other advisory services, including variable annuity sub-account management. Fees may be negotiable.
Fee Estimator
Location
316 Bel Air Blvd., Ste. 300, Mobile, AL, 36606
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Calvin spends minimal time per month on fixed insurance. He also serves on the St. Lukes Episcopal School Board and as a Vestry member for the St. Lukes Episcopal Church, dedicating a few hours per week to these roles.
Employment History
Current Registrations
L&l Financial Services, LLP
Previous Registrations
Sagepoint Financial, INC.
Wealth Management Consultants, LLC
State Registrations1 state
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.