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Stacy Calder

25 Years of Experience
Jupiter, FL
1 DisclosureBrokerSells Insurance

Stacy Calder is a registered investment advisor at Blackridge Asset Management, LLC, based in Jupiter, FL, with 25 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.

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Location

1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477

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History

Regulatory History (1)
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Customer Dispute
June 2012
Settled
Other Business ActivitiesSells Insurance

Stacy conducts securities business under the DBA Faith Investment Services, LLC, dedicating nearly full-time hours to it. She is also an insurance agent for life/health, fixed & indexed annuities, and LTC, spending about half her time on this activity, and is involved in other ventures including real estate, health coaching, and line dancing instruction.

Employment History
Current Registrations
Blackridge Asset Management, LLC
March 2017 - Present · 9 yrs 2 mos
Peak Brokerage Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Next Financial Group, INC.
March 2008 - March 2017 · 9 yrs
Next Financial Group, INC.Broker
February 2008 - March 2017 · 9 yrs 1 mo
Capital Financial Services, INC.
October 2005 - March 2008 · 2 yrs 5 mos
Capital Financial Services, INC.Broker
October 2005 - March 2008 · 2 yrs 5 mos
Empire Investment Advisors. INC
February 2004 - October 2005 · 1 yr 8 mos
Empire Financial Group, INC.Broker
November 2003 - October 2005 · 1 yr 11 mos
Freedom Financial, INC.Broker
October 2002 - November 2003 · 1 yr 1 mo
Thrivent Investment Management INC.Broker
February 2001 - October 2002 · 1 yr 8 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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
No exam information available for this advisor.