Caleb Svoboda
Caleb Svoboda is a registered investment advisor at Hbw Advisory Services LLC, based in Winfield, IL, with 23 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 13,864 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee is based on a percentage of assets under management, not to exceed 2.00%. Actual fees vary based on portfolio size, complexity, and the representative managing the account. Online portfolio management platform fees will not exceed 1.50%.
Fee Estimator
Location
27W460 Beecher Avenue, Suite C, Winfield, IL, 60190
Get directionsHistory
Regulatory History (1)
Civil Bond
May 2003Other Business ActivitiesSells Insurance
Caleb sells life, disability, and long-term care insurance as an insurance agent with various companies. He also operates under the DBA Winfield Wealth Advisors LLC as a financial planner, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Hbw Advisory Services LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Hbw Securities LLCBroker
Foreside Funds Distributors LLCBroker
Aston Funds Distributors, INC.Broker
Scudder Distributors, INC.Broker
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.