Bentley London is a registered investment advisor at Caldwell Advisors, LLC, based in Brentwood, TN, with 14 years of industry experience. Bentley 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 491 clients with $340M 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 $1.0M | 2.75% |
| $1.0M - $5.0M | 2.00% |
| $5M+ | 1.25% |
Fees may be negotiable, but will never exceed 2.75%.
Fee Estimator
Location
5210 Maryland Way, Ste 202, Brentwood, TN, 37027
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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 ActivitiesSells Insurance
Bentley owns and operates a beef cattle farm, dedicating a few hours per week to it. He also operates Caldwell Advisors as a DBA for his LPL business and is an IAR for Caldwell Advisors, LLC, spending nearly full-time on these investment advisory services. Bentley also sells non-variable insurance through Dixon Wells, dedicating minimal time to it.
Employment History
Current Registrations
Caldwell Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations15 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.