J Caldwell
J Caldwell is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 27 years of industry experience. J is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 479 clients with $2.3B 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.85% |
Rates shown apply to discretionary accounts opened prior to the fourth quarter of 2025. Accounts opened on or after Q4 2025 generally charge a fixed annual fee of up to 1.50% for discretionary accounts and up to 1.20% for non-discretionary accounts. Non-discretionary accounts opened prior to Q4 2025 have a separate tiered schedule ranging from 1.20% to 0.75%. All fees are negotiable.
Fee Estimator
Location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
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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 →Other Business Activities
J. receives rental income from an AirBNB property managed by a third party. J. is also an Alternate Member of the Planning Commission, dedicating minimal time to advising the Borough Council on planning issues. Finally, J. is a Director at McSH, LLC, providing guidance and advice in rental real estate.
Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
Efg Capital International
Efg Capital InternationalBroker
Previous Registrations
Efg Capital International CORP.
Efg Capital Advisors INC.
Efg Capital Advisors LLC
State Registrations4 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.
Exams
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